Plan Snapshot
- Plan Sponsor: Bhb Advisors, LLC
- Sponsor EIN: 271149594
- Sponsor Address: 2283 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 9 | $1.4M | $40,765 | $32,091 |
| 2023 | 8 | $1.2M | $34,213 | $35,196 |
| 2022 | 8 | $940,034 | $26,083 | $25,318 |