Plan Snapshot
- Plan Sponsor: Brueckner Spitler Shelts PLC
- Sponsor EIN: 275470871
- Sponsor Address: 8355 E. HARTFORD DRIVE, SUITE 200, SCOTTSDALE, AZ, 85255
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $1.3M
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 | 14 | $1.3M | $103,187 | $102,200 |
| 2023 | 11 | $6.7M | $100,200 | $92,640 |
| 2022 | 15 | $6.3M | $225,000 | $142,296 |