Bursch Travel Agency, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bursch Travel Agency, INC.
  • Sponsor EIN: 411313225
  • Sponsor Address: 220 DIVISION STREET, WAITE PARK, MN, 56387
  • Plan Type: 401(k)
  • Total Participants: 65
  • Total Assets: $5.2M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202465$5.2M$132,825$347,904
202368$4.6M$108,078$332,790
202261$3.6M$0$64,406