Blair, Bondurant & Patterson, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Blair, Bondurant & Patterson, P.A.
  • Sponsor EIN: 640888439
  • Sponsor Address: 1368 OLD FANNIN ROAD, SUITE 300, BRANDON, MS, 39047
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $6.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$6.0M$42,396$59,941
20235$5.0M$45,151$58,853
20226$4.5M$46,727$57,379

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