Plan Snapshot
- Plan Sponsor: Bolger & O'Hearn, INC.
- Sponsor EIN: 042454566
- Sponsor Address: 47 SLADE STREET, FALL RIVER, MA, 02724
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $8.5M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 22 | $8.5M | $62,644 | $220,803 |
| 2022 | 20 | $7.9M | $62,191 | $218,717 |