Plan Snapshot
- Plan Sponsor: Burgess Pigment Company
- Sponsor EIN: 580542912
- Sponsor Address: P. O. BOX 349, SANDERSVILLE, GA, 31082
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $37.1M
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 | 122 | $37.1M | $1.6M | $962,333 |
| 2023 | 132 | $32.6M | $772,274 | $866,753 |
| 2022 | 143 | $25.7M | $1.5M | $798,931 |
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 |
|---|---|---|---|---|
| STIFEL NICOLAUS & COMPANY | NONE | $106,270 | — | $106,270 |
| CLH CPAS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STIFEL NICOLAUS & COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,270
- Estimated Expense Ratio: 0.286% 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 | $107,560 | $106,270 | — | — | — |
| 2023 | $87,795 | $86,900 | — | — | — |
| 2022 | $85,499 | $84,524 | — | — | $975 |