Burrus & Matthews, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Burrus & Matthews, INC.
  • Sponsor EIN: 741720472
  • Sponsor Address: 2221 VANCO DRIVE, IRVING, TX, 75061
  • Plan Type: 401(k)
  • Total Participants: 58
  • Total Assets: $12.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202558$12.7M$249,430$621,833
202458$12.7M$249,430$621,833
202359$10.9M$247,191$641,240
202257$11.8M$250,000$581,611

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