Plan Snapshot
- Plan Sponsor: John Burns Research And Consulting LLC
- Sponsor EIN: 010556156
- Sponsor Address: 9140 IRVINE CENTER DR STE 200, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 154 | $17.9M | $1.7M | $1.3M |
| 2023 | 137 | $13.6M | $423,166 | $1.2M |
| 2022 | 120 | $10.1M | $1.3M | $1.1M |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $1,974 | $53,538 | $55,512 |
| PENSIONMARK FIN GROUP LLC | NONE | — | $32,395 | $32,395 |
| METZ CPA,PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA,PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,907
- Estimated Expense Ratio: 0.490% 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 | $1,899 | — | $1,899 | — | — |
| 2023 | $5,415 | $4,766 | $649 | — | — |
| 2022 | $3,889 | $3,194 | $695 | — | — |