Iron Point Partners, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Iron Point Partners, LLC
  • Sponsor EIN: 260310489
  • Sponsor Address: 1133 CONNECTICUT AVE, NW, SUITE 800, WASHINGTON, DC, 20036
  • Plan Type: 401(k)
  • Total Participants: 20
  • Total Assets: $9.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202420$9.4M$0$377,100
202321$7.7M$0$420,956
202225$6.2M$0$47,182

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