Plan Snapshot
- Plan Sponsor: Business Valuation Advisors, LLC Dba Bva Group LLC
- Sponsor EIN: 061762342
- Sponsor Address: 7250 DALLAS PARKWAY, PLANO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 54
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 54 | $12.5M | $376,393 | $659,738 |
| 2023 | 52 | $11.9M | $317,567 | $643,059 |
| 2022 | 45 | $9.2M | $412,743 | $569,299 |