Plan Snapshot
- Plan Sponsor: Overland Partners
- Sponsor EIN: 742459732
- Sponsor Address: 203 E. JONES AVENUE, SUITE 104, SAN ANTONIO, TX, 78215
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 97
- Total Assets: $14.7M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 97 | $14.7M | $0 | $0 |
| 2024 | 102 | $12.5M | $355,954 | $672,411 |
| 2023 | 102 | $10.4M | $319,224 | $642,481 |
| 2022 | 34 | $8.5M | $249,687 | $279,930 |
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