# Lineage Capital, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lineage-capital-llc-401k-plan

> Lineage Capital, LLC's 401(k) plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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