# Burke Optometry, INC. 401(k) Plan
Source: https://planprovider.pro/companies/burke-optometry-inc-452992673-001

> Burke Optometry, INC.'s 401(k) plan: 8 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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