Night Owl Capital Management L 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Night Owl Capital Management L
  • Sponsor EIN: 203008023
  • Sponsor Address: 9 LAUDER WAY, GREENWICH, CT, 068303826
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $5.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$5.0M$142,050$151,884
20239$4.1M$128,602$147,696
20228$3.0M$107,600$137,858

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