Plan Snapshot
- Plan Sponsor: Fell Capital Management
- Sponsor EIN: 330338050
- Sponsor Address: 1001 DOVE STREET SUITE 230, NEWPORT BEACH, CA, 92660
- Plan Type: DC
- Plan Number: 001
- Total Participants: 2
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $3.1M | $0 | $0 |
| 2024 | 2 | $6.3M | $143,418 | $0 |
| 2023 | 2 | $5.2M | $69,786 | $0 |
| 2022 | 2 | $4.2M | $119,250 | $0 |