Plan Snapshot
- Plan Sponsor: Bundtastic Trio, INC.
- Sponsor EIN: 461718925
- Sponsor Address: 2875 PARK AVE, TUSTIN, CA, 92782
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $710,854
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 41 | $710,854 | $0 | $0 |
| 2023 | 33 | $1.0M | $0 | $0 |
| 2022 | 36 | $753,366 | $0 | $0 |