Plan Snapshot
- Plan Sponsor: Bw Kennedy & Co, LLC
- Sponsor EIN: 270184194
- Sponsor Address: 2 GARDEN STREET, ARLINGTON, MA, 02474
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 40 | $5.7M | $384,126 | $402,932 |
| 2023 | 45 | $4.2M | $145,684 | $373,323 |
| 2022 | 46 | $3.4M | $351,147 | $347,498 |