# Burr Oak Tool INC. 401(k) Plan
Source: https://planprovider.pro/companies/burr-oak-tool-inc-401k-plan

> Burr Oak Tool INC.'s 401(k) plan: 338 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Burr Oak Tool INC.

- **Sponsor EIN:** 381218471

- **Sponsor Address:** 405 WEST SOUTH STREET, STURGIS, MI, 49091

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

- **Total Participants:** 338

- **Total Assets:** $73.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|338|$73.3M|$2.4M|$3.2M|

| 2023|353|$69.9M|$2.4M|$3.2M|

| 2022|339|$64.8M|$2.3M|$3.2M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$47,708|—|$47,708|

| MORGAN STANLEY|INVESTMENT ADVISOR|$35,892|—|$35,892|

| P&M HOLDING GROUP LLP DBA PLANTE &|AUDITOR|$19,500|—|$19,500|

| PLANTE & MORAN, PLLC|Auditor|$19,500|—|$19,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $122,600

- **Estimated Expense Ratio:** 0.167% 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|$165,810|$35,892|—|$19,500|—|

| 2023|$95,300|$26,250|$53,050|$16,000|—|

| 2022|$104,946|—|$49,284|—|—|

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