Plan Snapshot
- Plan Sponsor: Idea Fund Partners
- Sponsor EIN: 204767588
- Sponsor Address: 510 MEADOWMONT VILLAGE CIRCLE, CHAPEL HILL, NC, 27517
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $2.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $2.6M | $16,549 | $39,540 |
| 2023 | 4 | $2.3M | $15,206 | $37,385 |
| 2022 | 4 | $1.9M | $30,690 | $61,322 |