Plan Snapshot
- Plan Sponsor: Burns Surveying LLC
- Sponsor EIN: 813996443
- Sponsor Address: 2701 SUNSET RIDGE DR, STE 303, ROCKWALL, TX, 75032
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $170,525
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 | 79 | $170,525 | $0 | $42,954 |
| 2023 | 73 | $122,651 | $0 | $14,581 |
| 2022 | 126 | $127,996 | $0 | $77,656 |
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 |
|---|---|---|---|---|
| KELLOGG & KELLOGG PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,291 | $607 | — | — | — |
| 2023 | $2,471 | — | — | — | — |
| 2022 | — | — | — | — | — |