Plan Snapshot
- Plan Sponsor: Socotra Capital, INC.
- Sponsor EIN: 412232111
- Sponsor Address: 2714 V STREET, SACRAMENTO, CA, 95818
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $9.0M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 23 | $9.0M | $411,491 | $254,458 |
| 2023 | 22 | $7.4M | $508,014 | $239,754 |
| 2022 | 17 | $5.3M | $476,113 | $110,420 |