# Edward Burke, Jr. & Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/edward-burke-jr-associates-llc-401k-plan

> Edward Burke, Jr. & Associates, LLC's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Goldberg And Allen LLC](https://planprovider.pro/companies/goldberg-and-allen-llc-401k-plan) — 4 participants

- [Rogers & Rogers, Esq.](https://planprovider.pro/companies/rogers-rogers-esq-plan) — 4 participants

- [Heaton & Venuti LLP](https://planprovider.pro/companies/heaton-venuti-llp-401k-plan) — 4 participants

- [Aronauer & Yudell LLP](https://planprovider.pro/companies/aronauer-yudell-llp-401k-plan) — 4 participants

- [Lance J Mark PLLC](https://planprovider.pro/companies/lance-j-mark-pllc-plan) — 4 participants

- [The Hoffinger Firm, PLLC](https://planprovider.pro/companies/the-hoffinger-firm-pllc-plan) — 4 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/edward-burke-jr-associates-llc-401k-plan)

© 2026 PlanProvider.Pro