Plan Snapshot
- Plan Sponsor: Burgess Pigment Company
- Sponsor EIN: 580542912
- Sponsor Address: P. O. BOX 349, SANDERSVILLE, GA, 31082
- Plan Type: DB
- Total Participants: 39
- Total Assets: $11.6M
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. |
|---|---|---|---|---|
| 2023 | 39 | $11.6M | $0 | $0 |
| 2022 | 74 | $33.6M | $0 | $0 |
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 INVESTMENT SERVICES | NONE | $290,300 | — | $290,300 |
| AMERICAN TRUST | NONE | $99,000 | — | $99,000 |
| MID-ATLANTIC TRUST CO. | NONE | $28,104 | — | $28,104 |
| CLH CPA'S LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STIFEL INVESTMENT SERVICES — NONE
- MID-ATLANTIC TRUST CO. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $417,404
- Estimated Expense Ratio: 3.588% 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 |
|---|---|---|---|---|---|
| 2023 | $208,702 | $145,150 | $2,847 | — | — |
| 2022 | $246,897 | $230,705 | $4,716 | — | $4,227 |