Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BARDONS & OLIVER, INC.
EIN 31-1254138machineryLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
161
5800 HARPER ROAD - SOLON, OH 441391833440-498-5800bardonsoliver.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 161 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BARDONS & OLIVER, INC. EMPLOYEES' PROFIT-SHARING & 401(K) PLAN
401k
Assets$3.1M
Participants50
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
BARDONS & OLIVER, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$118K
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BARDONS & OLIVER, INC. EMPLOYEES' PROFIT-SHARING & 401(K) PLAN | 401k | $3.1M | 50 | 2025 | |
| 003 | BARDONS & OLIVER, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $118K | 111 | 2024 |
Retirement plans