Plan Snapshot
- Plan Sponsor: The Bottom Line INC.
- Sponsor EIN: 043351427
- Sponsor Address: 50 MILK ST., 16TH FLOOR, BOSTON, MA, 02109
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 152
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
| 2023 | 152 | $5.1M | $346,362 | $612,372 |
| 2022 | 141 | $3.7M | $251,709 | $457,209 |
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