P 401(k) Plan Report

Stable plan record

BURNS MATTESON CAPITAL MANAGEMENT, LLC. RETIREMENT TRUST

Sponsored by BURNS MATTESON CAPITAL MANAGEMENT, LLC · EIN/PN 161593953-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$12,842
Administrative cost per participant
2025
$219
Active participants
2025
7
Total plan assets
2025
$4,134,723
Participant loans as a share of assets
2025
0.8%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260707201219NAL00199407370017$12,842
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.