Plan Snapshot
- Plan Sponsor: Satori Capital, LLC
- Sponsor EIN: 800303624
- Sponsor Address: 2501 NORTH HARWOOD STREET, DALLAS, TX, 752011660
- Plan Type: 401(k)
- Total Participants: 35
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 35 | $6.7M | $218,454 | $512,960 |
| 2023 | 37 | $5.8M | $187,376 | $489,017 |
| 2022 | 36 | $4.3M | $137,980 | $414,058 |