Glenn Burdette, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Glenn Burdette, INC.
  • Sponsor EIN: 952772601
  • Sponsor Address: 1150 PALM STREET, SAN LUIS OBISPO, CA, 934013114
  • Plan Type: DC
  • Total Participants: 74
  • Total Assets: $11.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202574$11.0M$17,655$0
202474$11.0M$17,655$0
202378$10.2M$250,000$0
202274$12.6M$880,000$0

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