Plan Snapshot
- Plan Sponsor: Portolan Capital Management LLC
- Sponsor EIN: 201926326
- Sponsor Address: 2 INTERNATIONAL PLACE STE 2630, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $3.8M
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 | 12 | $3.8M | $5,051 | $248,923 |
| 2023 | 12 | $3.1M | $14,968 | $218,543 |
| 2022 | 14 | $2.6M | $10,604 | $178,129 |