Wave Equity Partners LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wave Equity Partners LLC
  • Sponsor EIN: 261898771
  • Sponsor Address: 67 BATTERYMARCH STREET, 5TH FLOOR, BOSTON, MA, 02110
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $5.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$5.9M$0$37,455
202311$4.7M$0$55,244
202212$3.7M$0$78,599

Similar Plans