Plan Snapshot
- Plan Sponsor: Bourns, INC.
- Sponsor EIN: 951747120
- Sponsor Address: 1200 COLUMBIA AVE, RIVERSIDE, CA, 925072129
- Plan Type: 401(k)
- Total Participants: 287
- Total Assets: $148.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 287 | $148.3M | $2.6M | $3.2M |
| 2023 | 306 | $138.3M | $2.6M | $3.3M |
| 2022 | 303 | $125.3M | $3.5M | $3.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | Recordkeeper | $48,994 | — | $48,994 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $19,994 | — | $19,994 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — Recordkeeper
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,988
- Estimated Expense Ratio: 0.047% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $67,973 | — | — | — | — |
| 2023 | $62,356 | — | — | — | — |
| 2022 | $58,205 | — | — | — | — |