# B & O Management Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/b-o-management-company-llc-401k-plan

> B & O Management Company, LLC's 401(k) plan: 36 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** B & O Management Company, LLC

- **Sponsor EIN:** 134271483

- **Sponsor Address:** 10001 REUNION PLACE, SUITE 230, SAN ANTONIO, TX, 78216

- **Plan Type:** 401(k)

- **Total Participants:** 36

- **Total Assets:** $5.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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.|

| 2024|36|$5.8M|$74,917|$170,341|

| 2023|32|$5.1M|$26,910|$208,850|

| 2022|32|$4.6M|$29,835|$216,348|

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