Plan Snapshot
- Plan Sponsor: Barends & Associates, INC.
- Sponsor EIN: 853378955
- Sponsor Address: 10 CHAMBERS ROAD, WEST SENECA, NY, 14224
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $490,801
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 5 | $490,801 | $5,694 | $12,047 |
| 2023 | 4 | $376,161 | $7,205 | $14,125 |
| 2022 | 5 | $43,235 | $6,202 | $9,179 |