Plan Snapshot
- Plan Sponsor: Beto Financial Group, LLC
- Sponsor EIN: 452438170
- Sponsor Address: 380 E. PARKCENTER BLVD., STE 205, BOISE, ID, 83706
- Plan Type: DC
- Total Participants: 8
- Total Assets: $1.1M
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. |
|---|
| 2025 | 8 | $1.1M | $36,541 | $50,650 |
| 2024 | 6 | $625,526 | $37,122 | $70,750 |
| 2023 | 5 | $464,622 | $33,971 | $17,300 |
| 2022 | 5 | $324,452 | $35,664 | $43,750 |