Plan Snapshot
- Plan Sponsor: Mainstay Capital Markets Consu
- Sponsor EIN: 364529257
- Sponsor Address: 6600 PEACHTREE DUNWOODY RD EMBASSY, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $2.6M
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 | 20 | $2.6M | $101,272 | $198,894 |
| 2023 | 18 | $1.7M | $82,735 | $164,588 |
| 2022 | 16 | $1.3M | $70,005 | $133,977 |