Plan Snapshot
- Plan Sponsor: Windham Capital Management LLC
- Sponsor EIN: 043204704
- Sponsor Address: 245 MAIN ST, CAMBRIDGE, MA, 021421064
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2024 | 2 | $5.8M | $101,963 | $103,136 |
| 2023 | 7 | $6.6M | $148,291 | $70,164 |
| 2022 | 10 | $5.8M | $188,664 | $151,914 |