Plan Snapshot
- Plan Sponsor: Business Intelligence Advisors
- Sponsor EIN: 223829433
- Sponsor Address: 275 GROVE STREET, NEWTON, MA, 02466
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $9.4M
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 | 40 | $9.4M | $39,009 | $481,230 |
| 2023 | 36 | $10.3M | $53,230 | $420,885 |
| 2022 | 35 | $9.1M | $35,089 | $447,216 |