Bhe Montana LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bhe Montana LLC
  • Sponsor EIN: 454073481
  • Sponsor Address: 4750 E PARK DR FL 3, PALM BEACH GARDENS, FL, 334104334
  • Plan Type: 401(k)
  • Total Participants: 39
  • Total Assets: $3.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202439$3.9M$275,069$427,087
202336$3.3M$164,146$268,384
202236$2.8M$201,423$308,528

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