Plan Snapshot
- Plan Sponsor: Blue Chip Partners, LLC
- Sponsor EIN: 201290017
- Sponsor Address: 38505 COUNTRY CLUB DRIVE, FARMINGTON HILLS, MI, 48331
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $13.7M
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 | 37 | $13.7M | $149,296 | $493,575 |
| 2023 | 28 | $10.8M | $209,254 | $391,335 |
| 2022 | 24 | $8.3M | $241,870 | $308,248 |