# Burke, Rosen & Associates Business Research & Econometrics DC Plan
Source: https://planprovider.pro/companies/burke-rosen-associates-business-research-econometrics-plan

> Burke, Rosen & Associates Business Research & Econometrics's DC plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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