Plan Snapshot
- Plan Sponsor: Bostwick & Associates
- Sponsor EIN: 942567329
- Sponsor Address: 591 REDWOOD HWY, SUITE 2350, MILL VALLEY, CA, 94941
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $3.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $3.4M | $47,249 | $153,400 |