Plan Snapshot
- Plan Sponsor: Intervest Capital Partners
- Sponsor EIN: 453175754
- Sponsor Address: 425 PARK AVENUE 35TH FLOOR, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $11.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 25 | $11.5M | $435,506 | $352,454 |
| 2023 | 23 | $9.6M | $328,249 | $417,851 |
| 2022 | 20 | $8.3M | $288,389 | $281,805 |