Plan Snapshot
- Plan Sponsor: Burns White LLC
- Sponsor EIN: 251538192
- Sponsor Address: BURNS WHITE CENTER, PITTSBURGH, PA, 15222
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 447
- Total Assets: $68.1M
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. |
|---|---|---|---|---|
| 2025 | 447 | $68.1M | $0 | $0 |
| 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 | $90,428 | — | $90,428 |
| STANCORP FINANCIAL GROUP | Other Service Provider | $84,168 | — | $84,168 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,596
- Estimated Expense Ratio: 0.257% 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 |
|---|---|---|---|---|---|
| 2025 | $3,811,915 | $90,429 | $86,517 | — | — |
| 2024 | $164,687 | $84,578 | $80,109 | — | — |
| 2023 | $148,401 | — | $148,401 | — | — |
| 2022 | $148,975 | — | $148,975 | — | — |