Great Elm Capital Management, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Great Elm Capital Management, INC.
  • Sponsor EIN: 812586006
  • Sponsor Address: 800 BOYLSTON STREET, BOSTON, MA, 02199
  • Plan Type: 401(k)
  • Total Participants: 31
  • Total Assets: $3.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202431$3.2M$201,110$485,901
202329$2.3M$142,353$389,293
202227$2.8M$142,353$252,263

Similar Plans