# Bolger & O'Hearn, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bolger-o-hearn-inc-401k-plan

> Bolger & O'Hearn, INC.'s 401(k) plan: 22 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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