Plan Snapshot
- Plan Sponsor: Burd & Fletcher Company
- Sponsor EIN: 440186540
- Sponsor Address: 5151 EAST GEOSPACE DRIVE, INDEPENDENCE, MO, 64056
- Plan Type: 401(k)
- Total Participants: 429
- Total Assets: $25.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 429 | $25.2M | $193,969 | $991,044 |
| 2023 | 391 | $22.9M | $226,703 | $1.0M |
| 2022 | 411 | $19.9M | $205,224 | $955,889 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $91,687 | $71,973 | $8,150 | — | — |
| 2023 | $40,237 | $30,519 | $5,850 | — | — |
| 2022 | $74,308 | — | $60,434 | — | $13,874 |