# Burrell-Preferred, INC. Dba Brightli 403(b) Plan
Source: https://planprovider.pro/companies/burrell-preferred-inc-dba-brightli-403b-plan

> Burrell-Preferred, INC. Dba Brightli's 403(b) plan: 6,519 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Burrell-Preferred, INC. Dba Brightli

- **Sponsor EIN:** 872756443

- **Sponsor Address:** 2885 WEST BATTLEFIELD ROAD, SPRINGFIELD, MO, 65807

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

- **Total Participants:** 6,519

- **Total Assets:** $94.8M

## 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.|

| 2024|6,519|$94.8M|$6.9M|$11.0M|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|RECORD KEEPER|$170,458|—|$170,458|

| AMERICAN UNITED LIFE INSURANCE CO|SERVICE PROVIDER|—|$10,215|$10,215|

| KMP CPAS & ADVISORS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KMP CPAS & ADVISORS](https://planprovider.pro/provider/kpm-cpas-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $180,673

- **Estimated Expense Ratio:** 0.191% 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|$160,458|—|$160,458|—|—|

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