Plan Snapshot
- Plan Sponsor: Broad Run Investment Managemen
- Sponsor EIN: 461010523
- Sponsor Address: 1530 WILSON BLVD STE 530, ARLINGTON, VA, 222092419
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $4.8M
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. |
|---|
| 2025 | 14 | $4.8M | $37,792 | $145,275 |
| 2024 | 9 | $3.3M | $39,693 | $125,601 |
| 2023 | 8 | $2.5M | $47,542 | $108,356 |
| 2022 | 10 | $1.9M | $41,097 | $102,068 |