Plan Snapshot
- Plan Sponsor: Bolger & O'Hearn, INC.
- Sponsor EIN: 042454566
- Sponsor Address: 381 CEDAR AVE, SWANSEA, MA, 02777
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $2,192
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. |
|---|
| 2025 | 0 | $2,192 | $0 | $0 |
| 2023 | 22 | $8.5M | $62,644 | $220,803 |
| 2022 | 20 | $7.9M | $62,191 | $218,717 |