# Burr & Forman LLP DB Plan
Source: https://planprovider.pro/companies/burr-forman-llp-plan-004

> Burr & Forman LLP's DB plan: 154 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 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|

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