Plan Snapshot
- Plan Sponsor: Burns, Bryant, Cox, Rockefeller, & Durkin P.A.
- Sponsor EIN: 020366528
- Sponsor Address: 255 WASHINGTON STREET, DOVER, NH, 03820
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $5.0M | $61,607 | $122,511 |
| 2023 | 11 | $6.6M | $59,045 | $111,859 |
| 2022 | 10 | $5.6M | $55,049 | $106,526 |