Plan Snapshot
- Plan Sponsor: Burke Optometry, INC.
- Sponsor EIN: 452992673
- Sponsor Address: 2393 CENTRAL PARK DRIVE, LODI, CA, 95242
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 8
- Total Assets: $482,674
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 | 8 | $482,674 | $10,991 | $36,849 |
| 2023 | 8 | $408,377 | $0 | $57,496 |
| 2022 | 8 | $365,309 | $4,544 | $25,328 |
| 2020 | 9 | $263,404 | $0 | $35,010 |
| 2019 | 7 | $341,241 | $0 | $20,232 |