Plan Snapshot
- Plan Sponsor: Millbrook Capital Management INC.
- Sponsor EIN: 133540644
- Sponsor Address: 50 LOCUST AVENUE, NEW CANAAN, CT, 06840
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $5.8M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 59 | $5.8M | $0 | $384,512 |
| 2023 | 53 | $4.7M | $0 | $298,284 |
| 2022 | 47 | $4.1M | $0 | $237,137 |