Burdell Properties DC Plan

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
  • Total Participants: 3
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20253$1.4M$20,000$0
20243$1.4M$20,000$0
20233$1.4M$50,000$0
20223$1.4M$30,000$0

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