Plan Snapshot
- Plan Sponsor: Blumenstock Financial Services, INC.
- Sponsor EIN: 815159770
- Sponsor Address: 39190 N. STOCKTON LANE, BEACH PARK, IL, 60083
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $358,777
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $358,777 | $650 | $650 |
| 2023 | 5 | $337,574 | $950 | $950 |
| 2022 | 5 | $297,765 | $1,350 | $1,350 |