Plan Snapshot
- Plan Sponsor: Headlands Asset Management Company, LLC
- Sponsor EIN: 263624493
- Sponsor Address: 765 BAYWOOD DRIVE, PETALUMA, CA, 94954
- Plan Type: 401(k)
- Total Participants: 51
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 51 | $11.4M | $172,363 | $433,623 |
| 2023 | 43 | $9.8M | $155,191 | $392,426 |
| 2022 | 36 | $8.3M | $168,869 | $430,564 |