Plan Snapshot
- Plan Sponsor: Burgmeier Hauling, INC.
- Sponsor EIN: 251708494
- Sponsor Address: 1356 OLD 6TH AVENUE ROAD, ALTOONA, PA, 16601
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $2.5M
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. |
|---|---|---|---|---|
| 2023 | 173 | $2.5M | $157,329 | $257,455 |
| 2022 | 156 | $2.0M | $168,480 | $264,929 |
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 |
|---|---|---|---|---|
| YOUNG, OAKS, BROWN & CO. PC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2023 | $289,308 | — | $27,632 | — | — |
| 2022 | $25,762 | — | — | — | — |