# Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan
Source: https://planprovider.pro/companies/burt-blee-dixon-sutton-bloom-llp-401k-plan

> Burt, Blee, Dixon, Sutton & Bloom, LLP's 401(k) plan: 54 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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