Bagel Franchise Management INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Bagel Franchise Management INC.
  • Sponsor EIN: 853034425
  • Sponsor Address: 31 SWAMP RD, NEWTOWN, PA, 18940
  • Plan Type: 401(k)
  • Total Participants: 17
  • Total Assets: $1.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202517$1.1M$4,159$10,464
202414$629,499$0$9,635
20233$794,470$0$6,225
20222$310,483$0$5,850

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