Plan Snapshot
- Plan Sponsor: Burgeson'S Heating And Air Conditioning, In.
- Sponsor EIN: 952641609
- Sponsor Address: 620 TENNESSEE ST, REDLANDS, CA, 923742952
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 132 | $10.6M | $391,902 | $882,866 |
| 2023 | 134 | $8.9M | $375,982 | $881,838 |
| 2022 | 125 | $7.0M | $290,864 | $695,509 |
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 |
|---|---|---|---|---|
| SPAFFORD & LANDRY, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPAFFORD & LANDRY, INC. — 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 | $109,886 | — | $109,886 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $6,715 | — | — | — | $6,715 |