# Summit Trail Advisors LLC 401(k) Plan
Source: https://planprovider.pro/companies/summit-trail-advisors-llc-401k-plan

> Summit Trail Advisors LLC's 401(k) plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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