Plan Snapshot
- Plan Sponsor: Hamilton Ridge Asset Management, INC.
- Sponsor EIN: 263358308
- Sponsor Address: 111 N. MARKET STREET, SUITE 300, SAN JOSE, CA, 95113
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $1.4M | $62,845 | $46,000 |
| 2023 | 2 | $1.2M | $58,118 | $45,000 |
| 2022 | 2 | $964,167 | $53,488 | $41,000 |