# Bartko, Zankel, Bunzel & Miller DC Plan
Source: https://planprovider.pro/companies/bartko-zankel-bunzel-miller-plan

> Bartko, Zankel, Bunzel & Miller's DC plan: 71 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Bartko, Zankel, Bunzel & Miller

- **Sponsor EIN:** 942542676

- **Sponsor Address:** 1100 SANSOME STREET, SAN FRANCISCO, CA, 94111

- **Plan Type:** DC

- **Total Participants:** 71

- **Total Assets:** $29.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|71|$29.0M|$406,067|$1.2M|

| 2022|68|$23.1M|$400,000|$1.1M|

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