Plan Snapshot
- Plan Sponsor: Brandon Associates, INC.
- Sponsor EIN: 232804583
- Sponsor Address: 237 LACEY STREET, WEST CHESTER, PA, 19382
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $6.5M | $44,452 | $182,852 |
| 2023 | 15 | $5.5M | $49,064 | $202,767 |
| 2022 | 16 | $4.5M | $47,797 | $198,310 |