Plan Snapshot
- Plan Sponsor: Bortz & Company, INC.
- Sponsor EIN: 841089097
- Sponsor Address: 9457 S UNIVERSITY BLVD #634, HIGHLANDS RANCH, CO, 80126
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 0 | $0 | $25,485 | $0 |
| 2024 | 4 | $102,227 | $33,080 | $91,500 |
| 2023 | 4 | $5.6M | $30,169 | $108,466 |
| 2022 | 4 | $4.7M | $29,954 | $95,450 |