# Barman &amp; Sargent, INC. 401(k) Plan
Source: https://planprovider.pro/companies/barman-sargent-inc-401k-plan

> Barman &amp; Sargent, INC.&#39;s 401(k) plan: 25 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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