Plan Snapshot
- Plan Sponsor: Burns & Mcdonnell, INC
- Sponsor EIN: 431393692
- Sponsor Address: 9400 WARD PKWY, KANSAS CITY, MO, 641143319
- Plan Type: DC
- Total Participants: 10,567
- Total Assets: $5.5B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 10,567 | $5.5B | $226.0M | $0 |
| 2023 | 9,892 | $4.7B | $207.0M | $0 |
| 2022 | 8,546 | $4.0B | $190.0M | $0 |
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 |
|---|---|---|---|---|
| COMMERCE BANK | CUSTODIAN | $702,101 | — | $702,101 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $82,835 | — | $82,835 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $784,936
- Estimated Expense Ratio: 0.014% 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 | $788,486 | $702,101 | $86,385 | — | — |
| 2023 | $650,920 | $544,586 | $106,334 | — | — |
| 2022 | $570,041 | $468,221 | $101,820 | — | — |