Plan Snapshot
- Plan Sponsor: Boursa Investment Advisors INC
- Sponsor EIN: 271403756
- Sponsor Address: 3130 BONITA RD STE 206, CHULA VISTA, CA, 919104424
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 9
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 9 | $4.7M | $0 | $0 |
| 2024 | 4 | $4.0M | $4,620 | $36,930 |
| 2023 | 4 | $2.4M | $5,543 | $35,718 |
| 2022 | 6 | $1.3M | $7,975 | $70,300 |