Plan Snapshot
- Plan Sponsor: Burr & Forman LLP
- Sponsor EIN: 630322727
- Sponsor Address: 420 N. 20TH STREET, SUITE 3400, BIRMINGHAM, AL, 35203
- Plan Type: DB
- Total Participants: 154
- Total Assets: $16.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 154 | $16.2M | $4.8M | $0 |
| 2023 | 159 | $13.2M | $5.0M | $0 |
| 2022 | 157 | $9.1M | $4.6M | $0 |
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., INC. | 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 | $77,133 | $15,620 | — | — | — |
| 2023 | $90,016 | $39,858 | — | — | — |
| 2022 | $62,855 | $23,913 | $3,308 | — | $29,650 |