Plan Snapshot
- Plan Sponsor: Burke'S & Brown, INC.
- Sponsor EIN: 843264776
- Sponsor Address: 2505 PENNINGTON PLACE, VALPARAISO, IN, 46383
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $163,870
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. |
|---|
| 2025 | 7 | $163,870 | $5,489 | $11,673 |
| 2024 | 6 | $1.8M | $9,030 | $17,126 |
| 2023 | 8 | $1.2M | $12,994 | $24,300 |
| 2022 | 6 | $1.5M | $12,588 | $26,039 |
| 2021 | 6 | $1.5M | $11,306 | $20,474 |