Plan Snapshot
- Plan Sponsor: Bortner Brothers, INC.
- Sponsor EIN: 231658949
- Sponsor Address: 160 CROSSWAY DRIVE, YORK, PA, 174024701
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 41 | $6.2M | $375,942 | $248,123 |
| 2023 | 41 | $5.3M | $282,310 | $241,796 |
| 2022 | 44 | $5.3M | $350,900 | $220,193 |