Fr Capital Holdings, LP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fr Capital Holdings, LP
  • Sponsor EIN: 261901166
  • Sponsor Address: 2400 MARKET STREET, PHILADELPHIA, PA, 19103
  • Plan Type: 401(k)
  • Total Participants: 56
  • Total Assets: $9.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202456$9.2M$93,014$784,771
202352$7.2M$94,045$852,667
202248$5.7M$120,382$615,914

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