Bittner & Hahs, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bittner & Hahs, P.C.
  • Sponsor EIN: 930840650
  • Sponsor Address: 4949 SW MEADOWS ROAD, SUITE 260, LAKE OSWEGO, OR, 970353157
  • Plan Type: 401(k)
  • Total Participants: 15
  • Total Assets: $5.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202415$5.3M$0$82,817
202313$4.8M$108,740$188,305
202214$4.2M$146,928$190,200

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