Plan Snapshot
- Plan Sponsor: West Rim Capital Advisors, L.P.
- Sponsor EIN: 260759651
- Sponsor Address: 3400 N. ASHTON BLVD. SUITE 400, LEHI, UT, 84043
- Plan Type: 401(k)
- Total Participants: 36
- Total Assets: $3.8M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 36 | $3.8M | $0 | $187,746 |
| 2023 | 28 | $3.1M | $0 | $138,142 |
| 2022 | 26 | $3.1M | $0 | $200,617 |