Plan Snapshot
- Plan Sponsor: Healthpointcapital Management LLC
- Sponsor EIN: 822423255
- Sponsor Address: 9920 PACIFIC HEIGHTS BLVD, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $1.5M
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 | 7 | $1.5M | $16,169 | $91,219 |
| 2023 | 5 | $1.0M | $15,993 | $43,850 |
| 2022 | 4 | $1.3M | $47,816 | $69,947 |