Plan Snapshot
- Plan Sponsor: Trafalgar Capital Management, INC.
- Sponsor EIN: 261891844
- Sponsor Address: 5901 SW MACADAM AVE SUITE 135, PORTLAND, OR, 97239
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $642,022
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2024 | 3 | $642,022 | $0 | $6,000 |
| 2023 | 3 | $44,819 | $0 | $6,000 |
| 2022 | 3 | $108,607 | $0 | $6,000 |