Plan Snapshot
- Plan Sponsor: Burns White LLC
- Sponsor EIN: 251538192
- Sponsor Address: BURNS WHITE CENTER, PITTSBURGH, PA, 15222
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $58.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 221 | $58.4M | $1.5M | $2.3M |
| 2023 | 233 | $54.0M | $1.4M | $2.3M |
| 2022 | 212 | $44.2M | $1.3M | $2.2M |
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 |
|---|---|---|---|---|
| FIRST NATIONAL TRUST COMPANY | Other Service Provider | $84,578 | — | $84,578 |
| STANCORP FINANCIAL GROUP | Recordkeeper | $80,098 | — | $80,098 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $164,676
- Estimated Expense Ratio: 0.282% 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 | $164,687 | $84,578 | $80,109 | — | — |
| 2023 | $148,401 | — | $148,401 | — | — |
| 2022 | $148,975 | — | $148,975 | — | — |