Plan Snapshot
- Plan Sponsor: Bright Financial Advisors
- Sponsor EIN: 383391331
- Sponsor Address: 450 W. CENTRE AVE, PORTAGE, MI, 49024
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2024 | 12 | $3.2M | $1,877 | $14,411 |
| 2023 | 14 | $2.7M | $144,401 | $160,497 |
| 2022 | 11 | $1.9M | $128,449 | $145,641 |