Plan Snapshot
- Plan Sponsor: Weintraub Capital Management LP
- Sponsor EIN: 943325370
- Sponsor Address: 3527 MT. DIABLO BLVD, #322, LAFAYETTE, CA, 941044602
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $4.9M | $66,387 | $0 |
| 2023 | 2 | $4.4M | $66,000 | $0 |
| 2022 | 2 | $4.2M | $61,000 | $0 |