Plan Snapshot
- Plan Sponsor: Grail Partners, LLC
- Sponsor EIN: 593797643
- Sponsor Address: 2 EMBARCADERO CENTER, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $1.3M
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 | 12 | $1.3M | $5,827 | $6,760 |
| 2023 | 4 | $1.0M | $5,917 | $6,833 |
| 2022 | 14 | $986,124 | $5,000 | $5,000 |