# Bernard P. Donegan, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bernard-p-donegan-inc-401k-plan

> Bernard P. Donegan, INC.'s 401(k) plan: 22 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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