Plan Snapshot
- Plan Sponsor: Ward-Boland Associates, INC.
- Sponsor EIN: 520999895
- Sponsor Address: P.O. BOX 389, OWINGS MILLS, MD, 21117
- Plan Type: 401(k)
- Total Participants: 32
- Total Assets: $7.1M
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 | 32 | $7.1M | $0 | $337,291 |
| 2023 | 33 | $5.7M | $0 | $347,976 |
| 2022 | 33 | $5.8M | $0 | $335,929 |