Plan Snapshot
- Plan Sponsor: Marathon Capital Managements L
- Sponsor EIN: 203954582
- Sponsor Address: 4 NORTH PARK DR STE 106, HUNT VALLEY, MD, 210301806
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $1.3M
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 | 8 | $1.3M | $47,794 | $96,970 |
| 2023 | 7 | $1.4M | $36,086 | $74,659 |
| 2022 | 6 | $288,293 | $33,486 | $68,441 |