Plan Snapshot
- Plan Sponsor: Burger Rehabilitation Systems, INC.
- Sponsor EIN: 841251420
- Sponsor Address: 1301 EAST BIDWELL STREET STE 201, FOLSOM, CA, 95630
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $11.1M
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 | 155 | $11.1M | $10,133 | $506,666 |
| 2023 | 174 | $10.0M | $10,602 | $530,085 |
| 2022 | 154 | $8.5M | $10,179 | $508,951 |
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 |
|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS INC | INVESTMENT ADVISOR | $26,363 | — | $26,363 |
| COTA STREET INVESTMENT MANAGEMENT | INVESTMENT MGMT | $21,659 | — | $21,659 |
| WORLD INVESTMENT ADVISORS LLC | OTHER | $5,273 | — | $5,273 |
| ANNE MCCALEB CPA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANNE MCCALEB CPA, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,295
- Estimated Expense Ratio: 0.479% 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 | $53,295 | $48,022 | — | — | — |
| 2023 | $36,909 | $36,909 | — | — | — |
| 2022 | $59,181 | $27,257 | $26,832 | — | — |