Plan Snapshot
- Plan Sponsor: Briscoe Burke & Grigsby, LLP
- Sponsor EIN: 731293012
- Sponsor Address: 4120 E 51ST STREET, TULSA, OK, 74135
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 24 | $3.6M | $220,963 | $251,080 |
| 2023 | 23 | $4.6M | $207,369 | $225,506 |
| 2022 | 20 | $4.9M | $202,161 | $198,593 |