# Burkart-Phelan, INC. 401(k) Plan
Source: https://planprovider.pro/companies/burkart-phelan-inc-401k-plan-002

> Burkart-Phelan, INC.'s 401(k) plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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