# Burdell Properties DC Plan
Source: https://planprovider.pro/companies/burdell-properties-941651429-001

> Burdell Properties's DC plan: 4 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Burdell Properties

- **Sponsor EIN:** 941651429

- **Sponsor Address:** 416 AVIATION BLVD., SUITE G, SANTA ROSA, CA, 95403

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 4

- **Total Assets:** $1.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2025|4|$1.4M|$0|$0|

| 2024|3|$1.4M|$20,000|$0|

| 2023|3|$1.4M|$50,000|$0|

| 2022|3|$1.4M|$30,000|$0|

## Similar Plans

- [Franklin Resources, INC.](https://planprovider.pro/companies/franklin-resources-inc-401k-plan) — 6,876 participants

- [Pantheon Freedom, INC.](https://planprovider.pro/companies/pantheon-freedom-inc-401k-plan) — 2,400 participants

- [Edelman Financial Engines, LLC](https://planprovider.pro/companies/edelman-financial-engines-llc-401k-plan) — 2,396 participants

- [Allianz Asset Management Of America LLC](https://planprovider.pro/companies/allianz-asset-management-of-america-llc-401k-plan) — 2,228 participants

- [Cerity Partners Management LLC](https://planprovider.pro/companies/cerity-partners-management-llc-plan-001) — 1,579 participants

- [Assetmark Financial Holdings, INC.](https://planprovider.pro/companies/assetmark-financial-holdings-inc-401k-plan) — 1,024 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/burdell-properties-941651429-001)

© 2026 PlanProvider.Pro