# Burgess Construction Consultants, INC. 401(k) Plan
Source: https://planprovider.pro/companies/burgess-construction-consultants-inc-401k-plan

> Burgess Construction Consultants, INC.'s 401(k) plan: 242 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Burgess Construction Consultants, INC.

- **Sponsor EIN:** 752473224

- **Sponsor Address:** 195 MURRAY FARM ROAD, SUITE 200, FAIRVIEW, TX, 75069

- **Plan Type:** 401(k)

- **Total Participants:** 242

- **Total Assets:** $5.5M

## 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|242|$5.5M|$416,970|$759,863|

| 2023|189|$4.2M|$339,434|$648,710|

| 2022|175|$2.9M|$287,842|$507,993|

## 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|

| ALEXANDER & WILLIAMS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALEXANDER & WILLIAMS](https://planprovider.pro/provider/alexander-and-williams-llc) — 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|$42,698|$25,195|—|—|—|

| 2023|$27,331|$17,629|—|—|—|

| 2022|$8,191|$4,153|$4,038|—|—|

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