Plan Snapshot
- Plan Sponsor: Welch Capital Partners, LLC
- Sponsor EIN: 133893476
- Sponsor Address: 500 MAMARONECK AVE., HARRISON, NY, 10528
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $4.3M | $132,019 | $84,000 |
| 2023 | 3 | $3.6M | $217,500 | $82,500 |
| 2022 | 3 | $3.0M | $117,500 | $74,500 |