# Ward-Boland Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ward-boland-associates-inc-401k-plan

> Ward-Boland Associates, INC.'s 401(k) plan: 32 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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