Plan Snapshot
- Plan Sponsor: Northgate Capital Group LLC
- Sponsor EIN: 943370392
- Sponsor Address: 649 SAN RAMON VALLEY BOULEVARD, DANVILLE, CA, 94526
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 18
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 18 | $7.7M | $110,379 | $323,602 |
| 2023 | 17 | $5.7M | $107,978 | $305,190 |
| 2022 | 16 | $4.6M | $0 | $261,836 |
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