Sepio Capital LP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sepio Capital LP
  • Sponsor EIN: 821511742
  • Sponsor Address: 2795 E COTTONWOOD PKWY STE 600, COTTONWOOD HEIGHTS, UT, 841217094
  • Plan Type: 401(k)
  • Total Participants: 28
  • Total Assets: $3.4M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202428$3.4M$278,600$410,573
202325$3.3M$281,504$401,284
202227$2.2M$236,141$405,019

Similar Plans