Plan Snapshot
- Plan Sponsor: Fraser Mccombs Capital Ii LLC
- Sponsor EIN: 810773135
- Sponsor Address: 1035 PEARL ST STE 400, BOULDER, CO, 803025127
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 6 | $1.3M | $50,930 | $129,664 |
| 2023 | 8 | $1.1M | $45,488 | $134,992 |
| 2022 | 7 | $731,914 | $35,041 | $109,405 |