Plan Snapshot
- Plan Sponsor: Burton + Burton
- Sponsor EIN: 580811291
- Sponsor Address: 325 CLEVELAND ROAD, BOGART, GA, 30622
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 234
- Total Assets: $52.7M
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. |
|---|
| 2023 | 234 | $52.7M | $992,100 | $977,391 |
| 2022 | 230 | $44.2M | $990,058 | $945,166 |