Plan Snapshot
- Plan Sponsor: Truman Capital Advisors, LP
- Sponsor EIN: 320251511
- Sponsor Address: 200 BUSINESS PARK DRIVE, ARMONK, NY, 10504
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 20 | $7.4M | $0 | $201,878 |
| 2023 | 18 | $6.1M | $0 | $139,889 |
| 2022 | 18 | $5.0M | $0 | $187,503 |