Plan Snapshot
- Plan Sponsor: Petra Capital Partners, LLC
- Sponsor EIN: 582430922
- Sponsor Address: 3825 BEDFORD AVENUE, NASHVILLE, TN, 37215
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 13
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 13 | $1.6M | $0 | $0 |
| 2024 | 9 | $1.3M | $2,700 | $63,766 |
| 2023 | 6 | $1.1M | $2,400 | $58,281 |
| 2022 | 6 | $1.1M | $8,050 | $51,569 |