Plan Snapshot
- Plan Sponsor: Burmont, INC.
- Sponsor EIN: 751311068
- Sponsor Address: 7150 GANTT ACCESS ROAD, AZLE, TX, 76020
- Plan Type: 401(k)
- Total Participants: 483
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 483 | $3.6M | $0 | $299,492 |
| 2023 | 438 | $3.2M | $0 | $303,472 |
| 2022 | 404 | $2.9M | $0 | $314,667 |
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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP | Auditor | $13,500 | — | $13,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,500
- Estimated Expense Ratio: 0.376% 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 | $46,002 | $12,526 | $19,976 | $13,500 | — |
| 2023 | $47,331 | $10,946 | $24,246 | $11,400 | — |
| 2022 | $42,561 | $12,197 | $21,454 | — | $8,910 |