Plan Snapshot
- Plan Sponsor: Edward Burke, Jr. & Associates, LLC
- Sponsor EIN: 202528047
- Sponsor Address: 62 MAIN STREET, SAG HARBOR, NY, 11963
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $2.0M | $31,343 | $30,500 |
| 2023 | 4 | $1.8M | $27,608 | $30,000 |
| 2022 | 4 | $1.7M | $12,200 | $27,000 |