# Burr & Forman LLP 401(k) Plan
Source: https://planprovider.pro/companies/burr-forman-llp-401k-plan-003

> Burr & Forman LLP's 401(k) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Burr & Forman LLP

- **Sponsor EIN:** 630322727

- **Sponsor Address:** 420 NORTH 20TH SUITE 3400, BIRMINGHAM, AL, 35203

- **Plan Type:** 401(k)

- **Total Participants:** 97

- **Total Assets:** $5.7M

## 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|97|$5.7M|$314,590|$1.0M|

| 2023|82|$4.6M|$250,860|$929,684|

| 2022|82|$3.5M|$212,393|$1.1M|

## 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|

| KASSOUF & CO|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|$8,172|$1,225|—|—|—|

| 2023|$4,450|$1,301|—|—|—|

| 2022|$3,685|$1,392|$2,293|—|—|

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