Branch Management LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Branch Management LLC
  • Sponsor EIN: 822821773
  • Sponsor Address: 1177 CALL PL STE B, POCATELLO, ID, 832013034
  • Plan Type: 401(k)
  • Total Participants: 66
  • Total Assets: $5,451

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202466$5,451$14,923$27,771
202310$44,072$11,884$16,919

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