Plan Snapshot
- Plan Sponsor: Burkart-Phelan, INC.
- Sponsor EIN: 042831820
- Sponsor Address: 2 SHAKER ROAD, #D107, SHIRLEY, MA, 01464
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 18 | $3.1M | $22 | $73,729 |
| 2023 | 16 | $3.0M | $7,802 | $53,944 |
| 2022 | 14 | $2.0M | $1,095 | $0 |