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)
- Plan Number: 001
- 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 |
Similar Plans
- Franklin Resources, INC. — 6,876 participants
- Pantheon Freedom, INC. — 2,400 participants
- Edelman Financial Engines, LLC — 2,396 participants
- Allianz Asset Management Of America LLC — 2,228 participants
- Cerity Partners Management LLC — 1,579 participants
- Assetmark Financial Holdings, INC. — 1,024 participants