Top Tier Capital Partners LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Top Tier Capital Partners LLC
  • Sponsor EIN: 203980686
  • Sponsor Address: 600 MONTGOMERY ST., SAN FRANCISCO, CA, 94111
  • Plan Type: 401(k)
  • Total Participants: 46
  • Total Assets: $9.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202446$9.6M$206,160$669,829
202347$8.7M$133,172$587,387
202234$6.3M$154,991$564,293

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