The Bottom Line INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023152$5.1M$346,362$612,372
2022141$3.7M$251,709$457,209

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