Plan Snapshot
- Plan Sponsor: Bergeson-Boese & Associates, INC.
- Sponsor EIN: 930991547
- Sponsor Address: 32986 ROBERTS CT., COBURG, OR, 97408
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 9 | $1.6M | $38,610 | $38,566 |
| 2023 | 10 | $1.3M | $34,330 | $42,425 |
| 2022 | 9 | $899,961 | $38,738 | $33,600 |