Civic Intelligence

Sendero Capital Management Inc.

Plan context: Sendero Capital Management Inc. 401(K) Profit Sharing Plan

EIN 84-1815068 • 4 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$385,479

2024 Contributions

$400,105

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$385,479$192,740$0202120232024YearValue
$385,479Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950202120232024YearValue
6Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202416$385,479$0-
Sendero Capital Management Inc. 401(K) Profit Sharing Plan-6$385,479--
202319$301,948$0-
Sendero Capital Management Inc. 401(K) Profit Sharing Plan-9$301,948--
202214$364,339$400,105$100,026iApproximate average salary by contribution assumption: employee only about $2,500,656 at 4% or $1,667,104 at 6%; with 50% employer match about $1,667,104 at 4% or $1,111,403 at 6%; with 100% employer match about $1,250,328 at 4% or $833,552 at 6%.
Sendero Capital Management Inc. 401(K) Profit Sharing Plan-4$364,339$400,105$100,026iApproximate average salary by contribution assumption: employee only about $2,500,656 at 4% or $1,667,104 at 6%; with 50% employer match about $1,667,104 at 4% or $1,111,403 at 6%; with 100% employer match about $1,250,328 at 4% or $833,552 at 6%.
202114$335,069$0-
Sendero Capital Management Inc. 401(K) Profit Sharing Plan-4$335,069--