# Burlingame Industries, Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/burlingame-industries-incorporated-401k-plan

> Burlingame Industries, Incorporated's 401(k) plan: 789 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [SAGEVIEW ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — NONE

- [SWENSON CORPORATION](https://planprovider.pro/provider/swenson-accountancy-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/burlingame-industries-incorporated-401k-plan)

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