# Broadview Financial Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/broadview-financial-management-llc-401k-plan

> Broadview Financial Management, LLC's 401(k) plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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