# Burke'S & Brown, INC. 401(k) Plan
Source: https://planprovider.pro/companies/burke-s-brown-inc-843264776-001

> Burke'S & Brown, INC.'s 401(k) plan: 7 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Burke'S & Brown, INC.

- **Sponsor EIN:** 843264776

- **Sponsor Address:** 2505 PENNINGTON PLACE, VALPARAISO, IN, 46383

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **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|$0|$0|

| 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|

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