# Westerly Capital Management Ll 401(k) Plan
Source: https://planprovider.pro/companies/westerly-capital-management-ll-401k-plan

> Westerly Capital Management Ll&#39;s 401(k) plan: 1 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Westerly Capital Management Ll

- **Sponsor EIN:** 204413823

- **Sponsor Address:** 201 MISSION ST STE 580, SAN FRANCISCO, CA, 94105

- **Plan Type:** 401(k)

- **Total Participants:** 1

- **Total Assets:** $1,378

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|1|$1,378|$40,385|$22,160|

| 2022|1|$1,175|$25,027|$31,594|

## Similar Plans

- [Freeman Investments Incorporated](https://planprovider.pro/companies/freeman-investments-incorporated-plan) — 1 participants

- [Govinda Trading INC.](https://planprovider.pro/companies/govinda-trading-inc-401k-plan) — 1 participants

- [Benjamin N. Simon](https://planprovider.pro/companies/benjamin-n-simon-plan) — 1 participants

- [Jetco Investment Company](https://planprovider.pro/companies/jetco-investment-company-401k-plan) — 1 participants

- [Integrated Wealth Counsel, INC.](https://planprovider.pro/companies/integrated-wealth-counsel-inc-401k-plan) — 1 participants

- [Woodson Wealth Management And Consulting, INC.](https://planprovider.pro/companies/woodson-wealth-management-and-consulting-inc-401k-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/westerly-capital-management-ll-401k-plan)

&copy; 2026 PlanProvider.Pro
