# Bortz & Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bortz-company-inc-plan

> Bortz & Company, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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