# Macfarlane Partners Investment Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/macfarlane-partners-investment-management-llc-401k-plan

> Macfarlane Partners Investment Management, LLC's 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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