Plan Snapshot
- Plan Sponsor: Business Valuation Resources LLC
- Sponsor EIN: 760801940
- Sponsor Address: 111 SW COLUMBIA STREET, PORTLAND, OR, 97201
- Plan Type: 401(k)
- Total Participants: 29
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 29 | $6.2M | $85,483 | $356,180 |
| 2023 | 25 | $5.6M | $81,032 | $340,750 |
| 2022 | 25 | $4.4M | $79,508 | $331,284 |