Edward J. Bosch, Jr. & Associates, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Edward J. Bosch, Jr. & Associates, LLC
  • Sponsor EIN: 811818021
  • Sponsor Address: 541 BUTTERMILK PIKE, SUITE 305, CRESCENT SPRINGS, KY, 41017
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $439,920

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$439,920$52,690$46,597
20235$304,659$4,991$36,293
20225$318,698$9,096$48,152

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