Plan Snapshot
- Plan Sponsor: Rockbridge Growth Equity Management, L.P.
- Sponsor EIN: 832408912
- Sponsor Address: 1555 BROADWAY STREET, DETROIT, MI, 48226
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $5.3M
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 | 19 | $5.3M | $47,333 | $353,894 |
| 2023 | 20 | $4.1M | $51,931 | $335,724 |
| 2022 | 18 | $3.0M | $40,485 | $272,119 |