Plan Snapshot
- Plan Sponsor: Bleecker Financial Group, INC.
- Sponsor EIN: 831060945
- Sponsor Address: 1329 WILTSHIRE AVE., SAN ANTONIO, TX, 78209
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3
- Total Assets: $936,292
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. |
|---|
| 2025 | 3 | $936,292 | $0 | $0 |
| 2024 | 4 | $865,292 | $6,869 | $49,261 |
| 2023 | 4 | $728,324 | $5,659 | $54,240 |
| 2022 | 3 | $648,551 | $0 | $0 |
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