Mercantile Partners, L. P. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mercantile Partners, L. P.
  • Sponsor EIN: 752537790
  • Sponsor Address: 2650 MEACHAM BLVD, FT WORTH, TX, 761374203
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $8.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$8.7M$149,779$151,185
202311$7.5M$138,395$134,244
202211$6.4M$136,521$126,160

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