Plan Snapshot
- Plan Sponsor: Tricord Management, LLC
- Sponsor EIN: 770495477
- Sponsor Address: 738 NEESON ROAD, MARINA, CA, 93933
- Plan Type: 401(k)
- Total Participants: 27
- Total Assets: $4.8M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 27 | $4.8M | $225,224 | $142,209 |
| 2023 | 24 | $4.0M | $148,400 | $98,147 |
| 2022 | 22 | $3.3M | $50,802 | $93,722 |