Plan Snapshot
- Plan Sponsor: Locust Wood Capital Advisers, LLC
- Sponsor EIN: 020608893
- Sponsor Address: 90 PARK AVENUE, FLOOR 27, NEW YORK, NY, 100161319
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 13 | $2.2M | $0 | $199,000 |
| 2023 | 12 | $2.0M | $0 | $172,500 |
| 2022 | 13 | $1.7M | $0 | $177,000 |