# Business Valuation Resources LLC 401(k) Plan
Source: https://planprovider.pro/companies/business-valuation-resources-llc-401k-plan

> Business Valuation Resources LLC's 401(k) plan: 29 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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