Plan Snapshot
- Plan Sponsor: Drake Burchett Tax & Accounting, INC.
- Sponsor EIN: 472549510
- Sponsor Address: PO BOX 486, HUNTLEY, MT, 590370486
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $267,173
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $267,173 | $1,336 | $1,336 |
| 2023 | 3 | $255,770 | $2,197 | $2,746 |
| 2022 | 2 | $234,834 | $1,951 | $7,132 |