Plan Snapshot
- Plan Sponsor: The Windacre Partnership LLC
- Sponsor EIN: 462439914
- Sponsor Address: 2200 POST OAK BLVD., HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $15.5M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $15.5M | $431,500 | $216,500 |
| 2023 | 10 | $11.6M | $374,000 | $193,000 |
| 2022 | 10 | $9.1M | $414,084 | $209,542 |