Plan Snapshot
- Plan Sponsor: J. Bard Mclean, INC.
- Sponsor EIN: 231734871
- Sponsor Address: 309 FRIENDSHIP DRIVE, PAOLI, PA, 19301
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $6.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $6.7M | $200,000 | $0 |
| 2024 | 2 | $6.7M | $200,000 | $0 |
| 2023 | 3 | $5.3M | $175,000 | $0 |
| 2022 | 3 | $4.5M | $134,500 | $0 |