Plan Snapshot
- Plan Sponsor: Bartko, Zankel, Bunzel & Miller
- Sponsor EIN: 942542676
- Sponsor Address: 1100 SANSOME STREET, SAN FRANCISCO, CA, 94111
- Plan Type: DC
- Total Participants: 71
- Total Assets: $29.0M
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. |
|---|
| 2023 | 71 | $29.0M | $406,067 | $1.2M |
| 2022 | 68 | $23.1M | $400,000 | $1.1M |