Plan Snapshot
- Plan Sponsor: Barman & Sargent, INC.
- Sponsor EIN: 680444175
- Sponsor Address: 315 DIABLO ROAD, SUITE 110, DANVILLE, CA, 94526
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $5.6M
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 | 25 | $5.6M | $57,273 | $178,801 |
| 2023 | 19 | $4.8M | $51,309 | $188,626 |
| 2022 | 18 | $4.5M | $43,038 | $214,602 |