Plan Snapshot
- Plan Sponsor: Bottom Line Consultants, INC.
- Sponsor EIN: 751714908
- Sponsor Address: 120 RAYFLEX DR, RICHARDSON, TX, 75081
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $3.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 3 | $3.9M | $3,178 | $63,341 |
| 2023 | 3 | $3.4M | $6,241 | $61,874 |
| 2022 | 3 | $3.2M | $2,246 | $57,460 |