Plan Snapshot
- Plan Sponsor: Burkland Associates, LLC
- Sponsor EIN: 273835270
- Sponsor Address: 340 W. BALTIMORE AVE., LARKSPUR, CA, 94939
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 106 | $6.9M | $508,296 | $940,312 |
| 2023 | 109 | $5.3M | $1.0M | $1.0M |
| 2022 | 141 | $3.4M | $300,049 | $940,958 |
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 |
|---|---|---|---|---|
| EMPLOYEE FIDUCIARY, LLC | RECORDKEEPING | $14,593 | — | $14,593 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE FIDUCIARY, LLC — RECORDKEEPING
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,593
- Estimated Expense Ratio: 0.213% 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 | $14,593 | — | $14,593 | — | — |
| 2023 | $8,672 | — | $8,672 | — | — |
| 2022 | — | — | — | — | — |