Blue Tech Fka Micro-Broker 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Blue Tech Fka Micro-Broker
  • Sponsor EIN: 330092192
  • Sponsor Address: 4025 HANCOCK ST STE 100, SAN DIEGO, CA, 921105167
  • Plan Type: 401(k)
  • Total Participants: 51
  • Total Assets: $9.8M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202451$9.8M$240,968$485,808
202354$7.9M$221,908$421,251
202253$6.1M$203,728$404,246

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