Plan Snapshot
- Plan Sponsor: Macfarlane Partners Investment Management, LLC
- Sponsor EIN: 205793850
- Sponsor Address: 201 SPEAR STREET, SAN FRANCISCO, CA, 941051635
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $9.7M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $9.7M | $30,795 | $97,606 |
| 2023 | 9 | $9.0M | $3,712 | $133,509 |
| 2022 | 9 | $8.1M | $17,476 | $131,367 |