Ironwood Capital Management 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ironwood Capital Management
  • Sponsor EIN: 911797297
  • Sponsor Address: ONE MARKET PLAZA STEUART TOWER, SAN FRANCISCO, CA, 94105
  • Plan Type: 401(k)
  • Total Participants: 46
  • Total Assets: $16.9M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202446$16.9M$208,007$737,336
202341$13.9M$458,052$718,154
202237$11.1M$587,306$621,645

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