Plan Snapshot
- Plan Sponsor: Blue Sky 401(K) Specialists, INC
- Sponsor EIN: 813622920
- Sponsor Address: 1207 CREWS RD, MATTHEWS, NC, 28105
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $1.6M
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 | 11 | $1.6M | $0 | $47,290 |
| 2023 | 11 | $1.3M | $18,250 | $57,930 |
| 2022 | 10 | $964,131 | $15,493 | $75,650 |