Plan Snapshot
- Plan Sponsor: Burgers Ozark Country Cured Hams, INC
- Sponsor EIN: 440622339
- Sponsor Address: 32819 HIGHWAY 87, CALIFORNIA, MO, 65018
- Plan Type: DC
- Plan Number: 001
- Total Participants: 265
- Total Assets: $31.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 265 | $31.1M | $1.2M | $532,152 |
| 2023 | 282 | $29.9M | $1.5M | $0 |
| 2022 | 267 | $25.8M | $1.6M | $0 |
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 |
|---|---|---|---|---|
| TIM KERTZ, JOE HARTMAN, ELGIN REES | Investment Advisor | $81,723 | — | $81,723 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,723
- Estimated Expense Ratio: 0.263% 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 | $92,263 | $81,723 | $10,540 | — | — |
| 2023 | $73,764 | $71,284 | — | — | — |
| 2022 | $67,650 | $64,390 | — | — | — |