# Burr And Burton Seminary D/B/A Burr And Burton Academy 403(b) Plan
Source: https://planprovider.pro/companies/burr-and-burton-seminary-d-b-a-burr-and-burton-academy-403b-plan

> Burr And Burton Seminary D/B/A Burr And Burton Academy's 403(b) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/burr-and-burton-seminary-d-b-a-burr-and-burton-academy-403b-plan)

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