Plan Snapshot
- Plan Sponsor: Burris Hennessy & Co
- Sponsor EIN: 860635592
- Sponsor Address: 1802 W GRANT ROAD SUITE 110-42, TUCSON, AZ, 85745
- Plan Type: DC
- Total Participants: 2
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $2.5M | $0 | $0 |
| 2024 | 2 | $2.5M | $0 | $0 |
| 2023 | 2 | $2.5M | $0 | $0 |
| 2022 | 2 | $2.4M | $0 | $0 |