Plan Snapshot
- Plan Sponsor: Volition Capital LLC
- Sponsor EIN: 271238474
- Sponsor Address: 177 HUNTINGTON AVE, BOSTON, MA, 02115
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 34 | $14.0M | $373,671 | $598,231 |
| 2023 | 31 | $11.4M | $372,040 | $530,568 |
| 2022 | 28 | $12.5M | $211,287 | $446,421 |