Plan Snapshot
- Plan Sponsor: True Wind Capital Management LP
- Sponsor EIN: 465645470
- Sponsor Address: FOUR EMBARCADERO CENTER, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 27
- Total Assets: $7.2M
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 | 27 | $7.2M | $186,435 | $484,590 |
| 2023 | 22 | $6.1M | $201,059 | $528,561 |
| 2022 | 26 | $4.7M | $162,117 | $386,799 |