# Burns &amp; Mcdonnell, INC DC Plan
Source: https://planprovider.pro/companies/burns-mcdonnell-inc-plan-001

> Burns &amp; Mcdonnell, INC&#39;s DC plan: 10,567 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:** 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](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:** $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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/burns-mcdonnell-inc-plan-001)

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