Plan Snapshot
- Plan Sponsor: Globeflex Capital, L.P.
- Sponsor EIN: 330597629
- Sponsor Address: 4365 EXECUTIVE DRIVE, SUITE 720, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 27
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 27 | $12.7M | $350,000 | $200,832 |
| 2024 | 27 | $10.8M | $400,000 | $190,290 |
| 2023 | 26 | $9.4M | $400,000 | $174,815 |
| 2022 | 25 | $8.1M | $400,000 | $151,663 |