Plan Snapshot
- Plan Sponsor: Bfm & Associates
- Sponsor EIN: 452547365
- Sponsor Address: 6184 MUHLHAUSER RD, WEST CHESTER, OH, 45069
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $3.9M
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. |
|---|
| 2024 | 24 | $3.9M | $213,097 | $155,774 |
| 2023 | 21 | $3.8M | $161,086 | $157,477 |
| 2022 | 22 | $2.9M | $167,710 | $184,823 |