Plan Snapshot
- Plan Sponsor: Burk, Hall, & Co.
- Sponsor EIN: 412158643
- Sponsor Address: 3945 E PARADISE FALLS DR STE 261, TUCSON, AZ, 85712
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 6 | $1.8M | $27,497 | $72,471 |
| 2023 | 5 | $1.7M | $60,124 | $62,742 |
| 2022 | 5 | $1.7M | $102,396 | $56,610 |