Plan Snapshot
- Plan Sponsor: Lineage Capital, LLC
- Sponsor EIN: 770595145
- Sponsor Address: 399 BOYLSTON STREET, BOSTON, MA, 02116
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $9.5M
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 | 14 | $9.5M | $217,963 | $264,506 |
| 2023 | 10 | $7.8M | $196,833 | $258,280 |
| 2022 | 11 | $6.2M | $174,797 | $211,508 |