Plan Snapshot
- Plan Sponsor: Burr & Temkin South, INC.
- Sponsor EIN: 582030399
- Sponsor Address: 4400 NORTH POINT PKWY, SUITE 151, ALPHARETTA, GA, 30022
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 16 | $16.0M | $372,269 | $263,071 |
| 2023 | 18 | $13.3M | $408,961 | $144,092 |
| 2022 | 14 | $11.0M | $294,581 | $234,595 |