Plan Snapshot
- Plan Sponsor: Burrell Communications Group, Ll
- Sponsor EIN: 364297766
- Sponsor Address: 233 N. MICHIGAN AVENUE, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $8.9M
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 | 103 | $8.9M | $56,231 | $760,344 |
| 2023 | 118 | $8.9M | $44,427 | $720,623 |
| 2022 | 118 | $8.1M | $49,306 | $670,618 |
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 |
|---|---|---|---|---|
| MILLER COOPER & CO LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER COOPER & CO LTD. — Auditor
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 | $48,541 | $31,579 | — | — | — |
| 2023 | $5,683 | $5,683 | — | — | — |
| 2022 | $7,799 | — | $7,799 | — | — |