Plan Snapshot
- Plan Sponsor: Bonrich Palm Investment Group, INC.
- Sponsor EIN: 852965701
- Sponsor Address: 1029 CRISFIELD DRIVE, CINCINNATI, OH, 45245
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $88,140
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $88,140 | $0 | $120 |
| 2024 | 1 | $85,621 | $0 | $120 |
| 2023 | 1 | $100,700 | $16 | $120 |
| 2022 | 1 | $89,022 | $0 | $284 |