Plan Snapshot
- Plan Sponsor: Paul Burrell Management, INC.
- Sponsor EIN: 262916376
- Sponsor Address: P.O. BOX 479, BOWLING GREEN, KY, 42102
- Plan Type: 401(k)
- Total Participants: 376
- Total Assets: $3.4M
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 | 376 | $3.4M | $254,817 | $376,645 |
| 2023 | 330 | $2.5M | $220,241 | $354,412 |
| 2022 | 309 | $1.8M | $200,018 | $318,704 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $25,356 | — | $25,356 |
| MORGAN STANLEY | INVESTMENT ADVISOR | $8,777 | — | $8,777 |
| VEID & VEID CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- VEID & VEID CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,133
- Estimated Expense Ratio: 1.009% 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 | $38,818 | — | $38,818 | — | — |
| 2023 | $26,046 | $26,046 | — | — | — |
| 2022 | $23,038 | $23,038 | — | — | — |