# Burns & Mcdonnell INC. 401(k) Plan
Source: https://planprovider.pro/companies/burns-mcdonnell-inc-401k-plan

> Burns & Mcdonnell INC.'s 401(k) plan: 10,884 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Burns & Mcdonnell INC.

- **Sponsor EIN:** 431393692

- **Sponsor Address:** 9400 WARD PKWY, KANSAS CITY, MO, 641143319

- **Plan Type:** 401(k)

- **Total Participants:** 10,884

- **Total Assets:** $2.1B

## 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|10,884|$2.1B|$46.7M|$130.0M|

| 2023|10,393|$1.7B|$41.6M|$113.4M|

| 2022|8,709|$1.3B|$33.5M|$88.8M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$615,558|—|$615,558|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $615,558

- **Estimated Expense Ratio:** 0.030% 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|$615,559|—|$615,559|—|—|

| 2023|$636,363|—|$636,363|—|—|

| 2022|$544,999|—|$544,999|—|—|

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