Plan Snapshot
- Plan Sponsor: Burke, Rosen & Associates Business Research & Econometrics
- Sponsor EIN: 341124188
- Sponsor Address: 2800 EUCLID AVE STE 300, CLEVELAND, OH, 44115
- Plan Type: DC
- Total Participants: 3
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3 | $3.4M | $0 | $0 |
| 2023 | 3 | $2.9M | $98,818 | $0 |
| 2022 | 3 | $2.4M | $130,630 | $0 |