Plan Snapshot
- Plan Sponsor: Bradley Foster & Sargent, INC.
- Sponsor EIN: 061380515
- Sponsor Address: 185 ASYLUM STREET, HARTFORD, CT, 06103
- Plan Type: 401(k)
- Total Participants: 53
- Total Assets: $24.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2024 | 53 | $24.3M | $346,318 | $936,017 |
| 2023 | 51 | $23.1M | $328,837 | $961,152 |
| 2022 | 48 | $22.5M | $290,875 | $840,011 |