# Paul Capital Advisors LLC 401(k) Plan
Source: https://planprovider.pro/companies/paul-capital-advisors-llc-401k-plan

> Paul Capital Advisors LLC's 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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