# West Rim Capital Advisors, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/west-rim-capital-advisors-l-p-plan

> West Rim Capital Advisors, L.P.'s 401(k) plan: 36 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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