Plan Snapshot
- Plan Sponsor: Hcap Partners, LLC
- Sponsor EIN: 815462129
- Sponsor Address: 4250 EXECUTIVE SQUARE, LA JOLLA, CA, 92037
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 15
- Total Assets: $4.7M
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. |
| 2025 | 15 | $4.7M | $0 | $0 |
| 2024 | 11 | $3.9M | $89,751 | $238,488 |
| 2023 | 12 | $3.6M | $89,186 | $258,199 |
| 2022 | 12 | $2.7M | $67,108 | $189,670 |
Similar Plans
- Franklin Resources, INC. — 6,876 participants
- Pantheon Freedom, INC. — 2,400 participants
- Edelman Financial Engines, LLC — 2,396 participants
- Allianz Asset Management Of America LLC — 2,228 participants
- Cerity Partners Management LLC — 1,579 participants
- Assetmark Financial Holdings, INC. — 1,024 participants