Plan Snapshot
- Plan Sponsor: Bluerock Capital Markets, LLC
- Sponsor EIN: 203272563
- Sponsor Address: 27777 FRANKLIN DRIVE, SOUTHFIELD, MI, 48034
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $2.5M
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 | 47 | $2.5M | $1,600 | $354,691 |
| 2023 | 51 | $1.9M | $0 | $378,987 |
| 2022 | 23 | $1.4M | $0 | $436,849 |