Plan Snapshot
- Plan Sponsor: Tripacific Capital Advisors, LLC
- Sponsor EIN: 204366098
- Sponsor Address: 2752 MEREDITH STREET, ORANGE, CA, 92867
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $4.2M
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 | 5 | $4.2M | $37,572 | $139,008 |
| 2023 | 8 | $4.0M | $46,433 | $141,721 |
| 2022 | 8 | $3.1M | $76,363 | $171,322 |