# Bardons &amp; Oliver, INC. DC Plan
Source: https://planprovider.pro/companies/bardons-oliver-inc-plan

> Bardons &amp; Oliver, INC.&#39;s DC plan: 40 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bardons & Oliver, INC.

- **Sponsor EIN:** 311254138

- **Sponsor Address:** 5800 HARPER ROAD, SOLON, OH, 441391833

- **Plan Type:** DC

- **Total Participants:** 40

- **Total Assets:** $118,365

## 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|40|$118,365|$0|$0|

| 2023|111|$175,424|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MEADEN & MOORE, LTD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MEADEN & MOORE, LTD](https://planprovider.pro/provider/meaden-and-moore-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$61,182|—|—|—|—|

| 2023|$20|—|—|—|—|

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