# Burris Company, Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/burris-company-incorporated-401k-plan

> Burris Company, Incorporated's 401(k) plan: 82 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Burris Company, Incorporated

- **Sponsor EIN:** 133239648

- **Sponsor Address:** 1015 39TH AVENUE, GREELEY, CO, 80634

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

- **Total Participants:** 82

- **Total Assets:** $12.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|82|$12.1M|$518,924|$372,805|

| 2023|93|$12.3M|$588,467|$435,800|

| 2022|119|$10.7M|$633,559|$478,296|

## 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|

| ALERUS FINANCIAL, N.A.|NONE|$52,895|—|$52,895|

| ANDERSON & WHITNEY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ALERUS FINANCIAL, N.A.](https://planprovider.pro/provider/intellicents-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,895

- **Estimated Expense Ratio:** 0.438% 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|$52,895|—|$48,478|—|—|

| 2023|$41,790|—|$37,391|—|—|

| 2022|$42,041|—|—|—|—|

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