Plan Snapshot
- Plan Sponsor: Burgess Information Systems INC.
- Sponsor EIN: 581966314
- Sponsor Address: 1267 PROFESSIONAL PARKWAY, GAINESVILLE, GA, 305078705
- Plan Type: 401(k)
- Total Participants: 280
- Total Assets: $24.8M
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 | 280 | $24.8M | $595,175 | $1.5M |
| 2023 | 267 | $22.6M | $645,074 | $1.5M |
| 2022 | 165 | $12.2M | $426,076 | $873,415 |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON — 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 | $103,503 | $51,096 | $15,802 | — | — |
| 2023 | $98,209 | $52,210 | $14,147 | — | — |
| 2022 | $92,074 | $42,611 | $35,463 | — | $14,000 |