Plan Snapshot
- Plan Sponsor: Figtree Partners, LLC
- Sponsor EIN: 461315297
- Sponsor Address: 204 E. 2ND AVE #501, SAN MATEO, CA, 94401
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $195,648
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $195,648 | $7,375 | $29,240 |
| 2023 | 2 | $136,855 | $7,074 | $27,261 |
| 2022 | 2 | $81,661 | $2,505 | $22,030 |