Plan Snapshot
- Plan Sponsor: Medley Partners Management LLC
- Sponsor EIN: 208773466
- Sponsor Address: ONE MARKET STREET, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $11.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 13 | $11.5M | $437,820 | $258,654 |
| 2023 | 14 | $9.4M | $467,353 | $265,279 |
| 2022 | 13 | $7.2M | $405,782 | $234,608 |