Plan Snapshot
- Plan Sponsor: Burris Logistics
- Sponsor EIN: 521518037
- Sponsor Address: 501 SOUTHEAST 5TH STREET, MILFORD, DE, 199632022
- Plan Type: 401(k)
- Total Participants: 836
- Total Assets: $101.1M
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 | 836 | $101.1M | $3.3M | $5.2M |
| 2023 | 926 | $95.0M | $4.1M | $6.0M |
| 2022 | 1,059 | $80.6M | $4.4M | $6.4M |
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 |
|---|---|---|---|---|
| FAW CASSON & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FAW CASSON & CO., LLP — 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 | $124,481 | — | $124,481 | — | — |
| 2023 | $119,520 | — | $119,520 | — | — |
| 2022 | $178,158 | — | $178,158 | — | — |