Hcap Partners, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hcap Partners, LLC
  • Sponsor EIN: 815462129
  • Sponsor Address: 4250 EXECUTIVE SQUARE, LA JOLLA, CA, 92037
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $3.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$3.9M$89,751$238,488
202312$3.6M$89,186$258,199
202212$2.7M$67,108$189,670

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