Plan Snapshot
- Plan Sponsor: Probitas Funds Group, LLC
- Sponsor EIN: 943403763
- Sponsor Address: 425 CALIFORNIA ST, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $9.5M
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 | 17 | $9.5M | $0 | $253,592 |
| 2023 | 15 | $10.5M | $0 | $227,716 |
| 2022 | 18 | $8.6M | $25,571 | $272,701 |