Plan Snapshot
- Plan Sponsor: The Bollard Group, LLC
- Sponsor EIN: 043450484
- Sponsor Address: 1 JOY STREET, BOSTON, MA, 02108
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 37 | $8.2M | $176,001 | $307,848 |
| 2023 | 29 | $7.7M | $132,641 | $249,104 |
| 2022 | 29 | $6.3M | $120,794 | $268,345 |