Plan Snapshot
- Plan Sponsor: Barreto Investment Group INC.
- Sponsor EIN: 472367408
- Sponsor Address: 110 NE WOODBURY, GRAIN VALLEY, MO, 64029
- Plan Type: DC
- Total Participants: 4
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 4 | $1.2M | $4,420 | $6,840 |
| 2023 | 3 | $1.1M | $2,470 | $2,470 |
| 2022 | 3 | $1.1M | $4,342 | $27,000 |