Plan Snapshot
- Plan Sponsor: Burgess & Niple INC.
- Sponsor EIN: 310885550
- Sponsor Address: 330 RUSH ALY STE 700, COLUMBUS, OH, 432153932
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 436
- Total Assets: $1.3M
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 | 436 | $1.3M | $5.8M | $1.4M |
| 2023 | 401 | $1.7M | $4.6M | $1.2M |
| 2022 | 335 | $2.2M | $3.9M | $1.1M |
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 |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $116,769 | — | $116,769 |
| GBQ PARTNERS | Auditor | $23,350 | — | $23,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,119
- Estimated Expense Ratio: 10.438% 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 | $151,519 | — | $116,769 | $23,350 | — |
| 2023 | $158,472 | — | $142,885 | $13,550 | — |
| 2022 | $243,594 | — | $201,283 | — | $12,650 |