Plan Snapshot
- Plan Sponsor: Burdick & Associates, P.C.
- Sponsor EIN: 263075049
- Sponsor Address: 8400 E. PRENTICE AVE., GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $2.1M | $43,927 | $78,277 |
| 2023 | 10 | $1.8M | $44,403 | $78,399 |
| 2022 | 8 | $1.5M | $40,081 | $70,763 |