# John Burns Research And Consulting LLC 401(k) Plan
Source: https://planprovider.pro/companies/john-burns-real-estate-consulting-llc-401k-plan

> John Burns Research And Consulting LLC's 401(k) plan: 154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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