Plan Snapshot
- Plan Sponsor: Ezra Partners, INC.
- Sponsor EIN: 815209080
- Sponsor Address: 500 POST ROAD EAST, WESTPORT, CT, 06880
- Plan Type: DC
- Total Participants: 3
- Total Assets: $421,861
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $421,861 | $1,090 | $0 |
| 2024 | 3 | $330,761 | $761 | $0 |
| 2023 | 3 | $300,000 | $0 | $0 |
| 2022 | 3 | $250,000 | $0 | $0 |