# Partners Fund, INC. 401(k) Plan
Source: https://planprovider.pro/companies/partners-fund-inc-401k-plan

> Partners Fund, INC.'s 401(k) plan: 16 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Partners Fund, INC.

- **Sponsor EIN:** 874809471

- **Sponsor Address:** 1485 EAST VALLEY ROAD, STE. F, SANTA BARBARA, CA, 93108

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

- **Total Participants:** 16

- **Total Assets:** $2.0M

## 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|16|$2.0M|$275,308|$142,831|

| 2023|17|$2.1M|$217,856|$152,276|

| 2022|17|$2.1M|$86,977|$23,567|

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