Plan Snapshot
- Plan Sponsor: Berchwood Partners LLC
- Sponsor EIN: 134124660
- Sponsor Address: 515 MADISON AVE FL 9, NEW YORK, NY, 100225460
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 11
- Total Assets: $975,460
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2025 | 11 | $975,460 | $0 | $0 |
| 2024 | 2 | $0 | $0 | $0 |
| 2022 | 5 | $809,672 | $21,256 | $49,438 |