Plan Snapshot
- Plan Sponsor: Broadview Financial Management, LLC
- Sponsor EIN: 473857922
- Sponsor Address: 10401 W. INNOVATION DR., SUITE 100, WAUWATOSA, WI, 53226
- Plan Type: 401(k)
- Total Participants: 11
- 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 | 11 | $3.2M | $61,861 | $211,410 |
| 2023 | 9 | $2.5M | $63,439 | $185,951 |
| 2022 | 11 | $2.6M | $60,740 | $192,405 |