Plan Snapshot
- Plan Sponsor: Bluefin Research Partners
- Sponsor EIN: 043582463
- Sponsor Address: 133 FEDERAL ST STE 301, BOSTON, MA, 021101703
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 9
- Total Assets: $810,629
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 9 | $810,629 | $0 | $0 |
| 2024 | 6 | $645,412 | $0 | $16,483 |
| 2023 | 7 | $588,876 | $0 | $9,000 |
| 2022 | 7 | $473,992 | $0 | $7,550 |