# Sherbrooke Capital Ii, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sherbrooke-capital-ii-inc-401k-plan

> Sherbrooke Capital Ii, INC.'s 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sherbrooke Capital Ii, INC.

- **Sponsor EIN:** 208510366

- **Sponsor Address:** PO BOX 81386, WELLESLEY, MA, 02481

- **Plan Type:** 401(k)

- **Total Participants:** 2

- **Total Assets:** $1.5M

## 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|2|$1.5M|$1,636|$38,550|

| 2023|2|$1.4M|$2,257|$47,250|

| 2022|2|$1.3M|$2,260|$48,710|

## Similar Plans

- [Berylson Capital Partners LLC](https://planprovider.pro/companies/berylson-capital-partners-llc-401k-plan) — 3 participants

- [Greenwich Investment Resources](https://planprovider.pro/companies/greenwich-investment-resources-401k-plan) — 6 participants

- [American Research & Management](https://planprovider.pro/companies/american-research-management-401k-plan) — 8 participants

- [Whale Rock Capital Management LLC](https://planprovider.pro/companies/whale-rock-capital-management-llc-plan) — 33 participants

- [Monument Group, L.P.](https://planprovider.pro/companies/monument-group-l-p-401k-plan) — 33 participants

- [Shea & Company, LLC](https://planprovider.pro/companies/shea-company-llc-plan) — 42 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sherbrooke-capital-ii-inc-401k-plan)

© 2026 PlanProvider.Pro