Plan Snapshot
- Plan Sponsor: Welch, Bruun, & Green
- Sponsor EIN: 930691419
- Sponsor Address: 4380 S MACADAM SUITE 120, PORTLAND, OR, 97239
- Plan Type: DC
- Total Participants: 3
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 3 | $1.8M | $0 | $204,403 |
| 2023 | 3 | $1.4M | $0 | $183,403 |
| 2022 | 5 | $3.4M | $0 | $213,000 |