Plan Snapshot
- Plan Sponsor: Bernard P. Donegan, INC.
- Sponsor EIN: 161013769
- Sponsor Address: 345 WOODCLIFF DRIVE, 2ND FLOOR, FAIRPORT, NY, 14450
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $4.6M
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 | 22 | $4.6M | $199,182 | $173,870 |
| 2023 | 23 | $3.8M | $222,707 | $157,544 |
| 2022 | 27 | $6.6M | $198,666 | $174,685 |