Plan Snapshot
- Plan Sponsor: Bruce P. Frederick, Cpa, P.C.
- Sponsor EIN: 931101239
- Sponsor Address: 1 CENTERPOINTE DR STE 170, LAKE OSWEGO, OR, 970358655
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $1.7M | $59,287 | $43,600 |
| 2023 | 3 | $1.5M | $44,734 | $49,350 |
| 2022 | 3 | $1.2M | $38,140 | $43,200 |