Plan Snapshot
- Plan Sponsor: Summit Trail Advisors LLC
- Sponsor EIN: 474455913
- Sponsor Address: 2 GRAND CENTRAL TOWER, 140 EAST 45, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $16.2M
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 | 115 | $16.2M | $938,943 | $1.6M |
| 2023 | 100 | $12.0M | $789,175 | $1.5M |
| 2022 | 88 | $8.5M | $633,692 | $1.2M |