Plan Snapshot
- Plan Sponsor: Fundamental Advisors LP
- Sponsor EIN: 260161910
- Sponsor Address: 745 5TH AVENUE, 25TH FLOOR, NEW YORK, NY, 10151
- Plan Type: 401(k)
- Total Participants: 45
- Total Assets: $22.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 45 | $22.3M | $972,500 | $1.1M |
| 2023 | 46 | $17.5M | $814,960 | $1.2M |
| 2022 | 41 | $12.9M | $629,477 | $1.1M |