# Fundamental Advisors LP 401(k) Plan
Source: https://planprovider.pro/companies/fundamental-advisors-lp-401k-plan

> Fundamental Advisors LP's 401(k) plan: 45 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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