Plan Snapshot
- Plan Sponsor: Burr And Burton Seminary D/B/A Burr And Burton Academy
- Sponsor EIN: 030179404
- Sponsor Address: 57 SEMINARY AVENUE, MANCHESTER, VT, 052540498
- Plan Type: 403(b)
- Total Participants: 172
- Total Assets: $30.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 172 | $30.0M | $525,963 | $818,908 |
| 2023 | 176 | $27.7M | $499,239 | $816,705 |
| 2022 | 174 | $24.0M | $474,419 | $778,225 |
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 |
|---|---|---|---|---|
| TIAA | RECORDKEEPER | $28,835 | — | $28,835 |
| PENSIONMARK FINANCIAL GROUP, LLC | INVESTMENT ADVISORY | $17,400 | — | $17,400 |
| GALLAGHER FLYNN & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,235
- Estimated Expense Ratio: 0.154% 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 | $46,235 | — | $46,235 | — | — |
| 2023 | $42,026 | — | $42,026 | — | — |
| 2022 | $37,587 | — | $37,587 | — | — |