Plan Snapshot
- Plan Sponsor: Northline Wealth Management, LLC
- Sponsor EIN: 264777817
- Sponsor Address: 15 SW COLORADO AVE, BEND, OR, 977021229
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $1.2M | $25,717 | $119,271 |
| 2023 | 6 | $983,460 | $24,897 | $118,283 |
| 2022 | 7 | $886,949 | $24,607 | $112,900 |