# Burk, Hall, & Co. 401(k) Plan
Source: https://planprovider.pro/companies/burk-hall-co-401k-plan

> Burk, Hall, & Co.'s 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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