Plan Snapshot
- Plan Sponsor: Blachly Tabor Bozik & Hartman, LLC
- Sponsor EIN: 351069713
- Sponsor Address: 56 WASHINGTON STREET, VALPARAISO, IN, 46383
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $12.8M
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 | 21 | $12.8M | $33,257 | $168,103 |
| 2023 | 22 | $12.0M | $71,568 | $92,136 |
| 2022 | 22 | $10.8M | $33,441 | $167,895 |