Bayard, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bayard, P.A.
  • Sponsor EIN: 510200788
  • Sponsor Address: 600 N KING STREET, WILMINGTON, DE, 19801
  • Plan Type: 401(k)
  • Total Participants: 37
  • Total Assets: $23.4M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202437$23.4M$366,900$513,521
202331$19.7M$409,402$554,034
202233$15.0M$358,073$563,174

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