# The Bollard Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-bollard-group-llc-401k-plan

> The Bollard Group, LLC's 401(k) plan: 37 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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