# Burton Oil Service Operations, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/burton-oil-service-operations-llc-453914583-501

> Burton Oil Service Operations, LLC's Health & Welfare plan: 61 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Burton Oil Service Operations, LLC

- **Sponsor EIN:** 453914583

- **Sponsor Address:** 6115 NEW COPELAND RD #240, TYLER, TX, 75703

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 61

- **Total Assets:** $30,745

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|61|$30,745|$256,983|$105,804|

| 2023|46|$123,953|$283,521|$118,334|

| 2022|34|$0|$293,579|$147,490|

## 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|

| HENRY & HOOPER, LLP|Investment Advisor|$15,423|—|$15,423|

| THE BENECON GROUP|Investment Advisor|$10,963|—|$10,963|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,386

- **Estimated Expense Ratio:** 85.822% 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|$461,315|—|—|—|—|

| 2023|$242,471|—|—|—|—|

| 2022|$501,046|—|—|—|—|

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