Plan Snapshot
- Plan Sponsor: Burkes Mechanical, INC.
- Sponsor EIN: 630934099
- Sponsor Address: 2 INDUSTRIAL ROAD, BRENT, AL, 35034
- Plan Type: 401(k)
- Total Participants: 617
- Total Assets: $27.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 617 | $27.7M | $260,473 | $1.9M |
| 2023 | 605 | $23.5M | $270,854 | $1.9M |
| 2022 | 583 | $20.0M | $248,068 | $1.8M |
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 |
|---|---|---|---|---|
| JONES & KIRKPATRICK, 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 |
|---|---|---|---|---|---|
| 2024 | $93,170 | — | — | — | — |
| 2023 | $73,383 | — | $73,383 | — | — |
| 2022 | $91,090 | — | $91,090 | — | — |