Plan Snapshot
- Plan Sponsor: Theorem Partners LLC
- Sponsor EIN: 463800010
- Sponsor Address: 400 CONCAR DRIVE, SAN MATEO, CA, 94402
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 34 | $7.0M | $52,657 | $1.3M |
| 2023 | 61 | $5.6M | $36,536 | $1.3M |
| 2022 | 64 | $3.4M | $310,215 | $1.0M |
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