Sendero Capital Management, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sendero Capital Management, INC.
  • Sponsor EIN: 841815068
  • Sponsor Address: 2800 CANEY CREEK RD, CHAPPELL HILL, TX, 77426
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $385,479

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$385,479$0$0
20239$301,948$0$0
20227$335,070$0$0
20204$364,339$0$105

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