Plan Snapshot
- Plan Sponsor: Burbidge Van Komen Tanner & Scruggs, LLC
- Sponsor EIN: 862854475
- Sponsor Address: 9067 SOUTH 1300 WEST SUITE 302, WEST JORDAN, UT, 84088
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $5.3M | $40,114 | $71,224 |
| 2023 | 6 | $4.7M | $46,855 | $74,839 |
| 2022 | 7 | $4.0M | $39,490 | $62,219 |