# Satori Capital, LLC 401(k) Plan
Source: https://planprovider.pro/companies/satori-capital-llc-401k-plan

> Satori Capital, LLC's 401(k) plan: 35 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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