Plan Snapshot
- Plan Sponsor: Vaisbort & Associates, P.C.
- Sponsor EIN: 954779457
- Sponsor Address: 439 GRAND DRIVE, BIGFORK, MT, 599113614
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $2.2M | $0 | $61,000 |
| 2023 | 3 | $2.0M | $0 | $60,000 |
| 2022 | 3 | $1.8M | $0 | $54,000 |