Plan Snapshot
- Plan Sponsor: Burlingame Industries, Incorporated
- Sponsor EIN: 941701932
- Sponsor Address: 3546 N. RIVERSIDE AVE, RIALTO, CA, 92377
- Plan Type: 401(k)
- Total Participants: 789
- Total Assets: $89.3M
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 | 789 | $89.3M | $3.8M | $6.1M |
| 2023 | 778 | $77.2M | $3.9M | $5.5M |
| 2022 | 749 | $62.6M | $3.3M | $5.1M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $154,980 | — | $154,980 |
| SAGEVIEW ADVISORY GROUP | NONE | $30,250 | — | $30,250 |
| SWENSON CORPORATION | NONE | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- SAGEVIEW ADVISORY GROUP — NONE
- SWENSON CORPORATION — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $197,230
- Estimated Expense Ratio: 0.221% 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 | $114,777 | $39,397 | — | — | — |
| 2023 | $241,388 | $36,551 | — | — | — |
| 2022 | $171,866 | $32,750 | — | — | $12,744 |