Plan Snapshot
- Plan Sponsor: Regatta Capital Group, LLC
- Sponsor EIN: 260825177
- Sponsor Address: 880 APOLLO ST STE 129, EL SEGUNDO, CA, 90245
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 17
- Total Assets: $3.8M
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 | $3.8M | $212,470 | $277,199 |
| 2023 | 16 | $2.9M | $191,703 | $302,142 |
| 2022 | 14 | $2.0M | $159,445 | $219,226 |
Similar Plans
- Franklin Resources, INC. — 6,876 participants
- Pantheon Freedom, INC. — 2,400 participants
- Edelman Financial Engines, LLC — 2,396 participants
- Allianz Asset Management Of America LLC — 2,228 participants
- Cerity Partners Management LLC — 1,579 participants
- Assetmark Financial Holdings, INC. — 1,024 participants