Plan Snapshot
- Plan Sponsor: Unruh, Turner, Burke & Frees
- Sponsor EIN: 232599312
- Sponsor Address: P.O. BOX 515, WEST CHESTER, PA, 19381
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $11.6M
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. |
|---|
| 2024 | 39 | $11.6M | $307,834 | $404,592 |
| 2023 | 39 | $10.4M | $290,852 | $389,640 |
| 2022 | 38 | $8.8M | $281,595 | $337,524 |