Plan Snapshot
- Plan Sponsor: Burt, Blee, Dixon, Sutton & Bloom, LLP
- Sponsor EIN: 351462179
- Sponsor Address: 200 E MAIN ST STE 1000, FORT WAYNE, IN, 46802
- Plan Type: 401(k)
- Total Participants: 54
- Total Assets: $8.9M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 54 | $8.9M | $385,162 | $340,389 |
| 2023 | 43 | $7.1M | $187,191 | $192,614 |
| 2022 | 44 | $6.1M | $452,583 | $400,642 |