Plan Snapshot
- Plan Sponsor: Medina Value Partners LLC
- Sponsor EIN: 273472892
- Sponsor Address: 11835 W OLYMPIC BLVD STE 425E, LOS ANGELES, CA, 900645001
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $476,711
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 | 6 | $476,711 | $36,543 | $102,332 |
| 2023 | 5 | $404,298 | $32,980 | $78,458 |
| 2022 | 4 | $249,983 | $33,599 | $75,931 |