Plan Snapshot
- Plan Sponsor: Patriarch Partners, LLC
- Sponsor EIN: 134115946
- Sponsor Address: 27 TRINITY PLACE, NEW YORK, NY, 10006
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $1.9M
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 | 8 | $1.9M | $0 | $81,472 |
| 2023 | 12 | $2.1M | $0 | $79,968 |
| 2022 | 11 | $1.8M | $0 | $90,665 |