# Figtree Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/figtree-partners-llc-401k-plan

> Figtree Partners, LLC&#39;s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Cannon Beach Consultants INC.](https://planprovider.pro/companies/cannon-beach-consultants-inc-401k-plan) — 4 participants

- [Thomas J. Wolf, Cfp](https://planprovider.pro/companies/thomas-j-wolf-cfp-plan) — 4 participants

- [Legacy Retirement Advisors](https://planprovider.pro/companies/legacy-retirement-advisors-401k-plan) — 4 participants

- [Tabr Capital Management LLC](https://planprovider.pro/companies/tabr-capital-management-llc-401k-plan) — 4 participants

- [Murano Group LLC](https://planprovider.pro/companies/murano-group-llc-401k-plan) — 4 participants

- [Matthew C Barnhart Fa](https://planprovider.pro/companies/matthew-c-barnhart-fa-401k-plan) — 4 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/figtree-partners-llc-401k-plan)

&copy; 2026 PlanProvider.Pro
