# Unruh, Turner, Burke & Frees 401(k) Plan
Source: https://planprovider.pro/companies/unruh-turner-burke-frees-401k-plan

> Unruh, Turner, Burke & Frees's 401(k) plan: 39 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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