Plan Snapshot
- Plan Sponsor: Fiducia Partners LLC
- Sponsor EIN: 262833194
- Sponsor Address: PO BOX 130, BEDFORD, MI, 490200130
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $324,948
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 4 | $324,948 | $0 | $30,500 |
| 2023 | 4 | $256,606 | $0 | $30,000 |
| 2022 | 3 | $187,112 | $0 | $27,000 |