# Medley Partners Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/medley-partners-management-llc-401k-plan

> Medley Partners Management LLC's 401(k) plan: 13 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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