# North Square Investments, LLC 401(k) Plan
Source: https://planprovider.pro/companies/north-square-investments-llc-plan

> North Square Investments, LLC's 401(k) plan: 56 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** North Square Investments, LLC

- **Sponsor EIN:** 824646407

- **Sponsor Address:** 10 SOUTH LASALLE STREET, CHICAGO, IL, 60603

- **Plan Type:** 401(k)

- **Total Participants:** 56

- **Total Assets:** $10.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|56|$10.7M|$221,524|$800,903|

| 2023|53|$9.0M|$153,072|$780,579|

| 2022|57|$7.3M|$290,480|$777,249|

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