# Burwell Enterprises, LLC 401(k) Plan
Source: https://planprovider.pro/companies/burwell-enterprises-llc-401k-plan

> Burwell Enterprises, LLC's 401(k) plan: 212 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Burwell Enterprises, LLC

- **Sponsor EIN:** 814765120

- **Sponsor Address:** 701 CARLSON PARKWAY, MINNETONKA, MN, 55305

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

- **Total Participants:** 212

- **Total Assets:** $10.4M

## 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|212|$10.4M|$508,304|$888,330|

| 2023|147|$8.4M|$478,493|$913,438|

| 2022|297|$3.0M|$191,972|$381,546|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$42,101|—|$42,101|

| PRINCIPAL SECURITIES INC|OTHER SERVICES|—|$6,110|$6,110|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $48,211

- **Estimated Expense Ratio:** 0.463% 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|$42,101|—|$42,101|—|—|

| 2023|—|—|—|—|—|

| 2022|$13,252|—|$13,252|—|—|

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