Plan Snapshot
- Plan Sponsor: Paul Capital Advisors LLC
- Sponsor EIN: 200846452
- Sponsor Address: 2269 CHESTNUT STREET, SAN FRANCISCO, CA, 94123
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $13.2M
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. |
|---|
| 2024 | 7 | $13.2M | $34,411 | $179,898 |
| 2023 | 7 | $12.0M | $33,224 | $179,500 |
| 2022 | 7 | $9.9M | $31,486 | $161,833 |