# Burrell INC. 403(b) Plan
Source: https://planprovider.pro/companies/burrell-inc-403b-plan

> Burrell INC.'s 403(b) plan: 1,970 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Burrell INC.

- **Sponsor EIN:** 431081715

- **Sponsor Address:** 2885 W. BATTLEFIELD RD, SPRINGFIELD, MO, 65807

- **Plan Type:** 403(b)

- **Total Participants:** 1,970

- **Total Assets:** $47.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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.|

| 2023|1,970|$47.5M|$3.8M|$6.2M|

| 2022|2,034|$25.1M|$0|$6.1M|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$51,952|$315,470|$367,422|

| CBIZ INVESTMENT ADVISORY|NONE|$76,050|—|$76,050|

| ELLIOTT, ROBINSON & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ELLIOTT, ROBINSON & COMPANY, LLP](https://planprovider.pro/provider/elliott-robinson-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $443,472

- **Estimated Expense Ratio:** 0.934% 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|

| 2023|$57,598|$38,025|$19,573|—|—|

| 2022|$30,792|$11,439|$19,353|—|—|

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