# Trafalgar Capital Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/trafalgar-capital-management-inc-401k-plan

> Trafalgar Capital Management, INC.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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