Plan Snapshot
- Plan Sponsor: Broadley-James Corporation
- Sponsor EIN: 941651529
- Sponsor Address: 19 THOMAS, IRVINE, CA, 926182704
- Plan Type: 401(k)
- Total Participants: 67
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2024 | 67 | $4.2M | $0 | $425,049 |
| 2023 | 76 | $4.5M | $1 | $424,504 |
| 2022 | 81 | $4.1M | $765 | $406,558 |