Plan Snapshot
- Plan Sponsor: Bryant Lovlien & Jarvis, P.C.
- Sponsor EIN: 931193845
- Sponsor Address: 591 SW MILL VIEW WAY, BEND, OR, 977021231
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 19 | $6.7M | $142,063 | $220,746 |
| 2023 | 18 | $5.8M | $128,126 | $191,467 |
| 2022 | 16 | $4.7M | $127,658 | $187,210 |