Westport Capital Partners LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Westport Capital Partners LLC
  • Sponsor EIN: 203834766
  • Sponsor Address: 9 OLD KINGS HIGHWAY SOUTH, DARIEN, CT, 06820
  • Plan Type: 401(k)
  • Total Participants: 34
  • Total Assets: $10.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202434$10.4M$29,104$579,308
202335$8.9M$37,435$605,823
202235$7.4M$33,389$525,239

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