# Bard Financial Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bard-financial-services-inc-401k-plan

> Bard Financial Services, INC.'s 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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