Plan Snapshot
- Plan Sponsor: Baumgartner & Company, LLC
- Sponsor EIN: 351889453
- Sponsor Address: 12461 REYNOLDS DRIVE, FISHERS, IN, 46038
- Plan Type: DC
- Total Participants: 78
- Total Assets: $25.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 78 | $25.8M | $0 | $0 |
| 2023 | 70 | $23.1M | $0 | $0 |
| 2022 | 72 | $19.1M | $0 | $0 |