# Burch Oil Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/burch-oil-company-inc-plan

> Burch Oil Company, INC.'s 401(k) plan: 83 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Burch Oil Company, INC.

- **Sponsor EIN:** 520728457

- **Sponsor Address:** P.O. BOX 8, HOLLYWOOD, MD, 206360000

- **Plan Type:** 401(k)

- **Total Participants:** 83

- **Total Assets:** $12.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|83|$12.2M|$200,000|$207,142|

| 2023|65|$12.2M|$200,000|$181,257|

| 2022|72|$9.6M|$200,000|$193,050|

## 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|

| GROSSBERG COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GROSSBERG COMPANY, LLP](https://planprovider.pro/provider/grossberg-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$4,693|$20|—|—|—|

| 2023|$4,163|$14|$4,149|—|—|

| 2022|$4,210|$4,196|—|—|—|

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