Plan Snapshot
- Plan Sponsor: Bard Financial Services, INC.
- Sponsor EIN: 061101625
- Sponsor Address: 388 EAST MAIN STREET, BRANFORD, CT, 06405
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $11.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $11.2M | $137,624 | $92,857 |
| 2023 | 5 | $9.9M | $105,213 | $91,949 |
| 2022 | 5 | $8.4M | $120,553 | $83,694 |