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Bard Global Holdings, Inc.
Bard Global Holdings, Inc., Lakewood CO. Employer ID 270323953, plan number 001. Annual reports on file for 2010 to 2024.
Where the money went
Plans that moved money into this one:
- 2010: money from Cipg North America 401(k) Plan moved in.
- Filed 2010-2024Bard Global Holdings, Inc., Bard Global Holdings, Inc.
- 2024Assets transferred to The Retiresmart Pep
- TodayThe Retiresmart Pep still files. Transamerica Retirement Solutions keeps the records. That is where to ask.
Records are kept by Transamerica Retirement Solutions, per the 2024 filing.
Left in 2020? Worth asking about employer money
- In plan year 2020, active participants fell from 116 to 41 (65%), and 7 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. A 2021 law (Consolidated Appropriations Act, section 209) can excuse a drop between March 2020 and March 2021 if the plan had rehired enough people by March 31, 2021. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2024: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2024: The employer decided to close the plan.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2013 | 79 | 26 | Filing |
| 2014 | 91 | 27 | Filing |
| 2015 | 94 | 25 | Filing |
| 2016 | 118 | 25 | Filing |
| 2017 | 116 | 21 | Filing |
| 2018 | 140 | 24 | Filing |
| 2019 | 150 | 34 | Filing |
| 2020 | 74 | 33 | Filing |
| 2021 | 118 | 46 | Filing |
| 2022 | 129 | 48 | Filing |
| 2023 | 125 | 48 | Filing |
| 2024 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.