Van Liew Capital, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Van Liew Capital, INC.
  • Sponsor EIN: 050407545
  • Sponsor Address: ONE REGENCY PLAZA, SUITE ONE, PROVIDENCE, RI, 02903
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $7.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202413$7.4M$85,865$201,844
202313$6.3M$81,754$193,508
202212$5.2M$73,913$173,826

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