# Burger Rehabilitation Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/burger-rehabilitation-systems-inc-401k-plan

> Burger Rehabilitation Systems, INC.&#39;s 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/anne-mccaleb-cpa) — 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|—|—|

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