# Paul Burrell Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/paul-burrell-management-inc-401k-plan

> Paul Burrell Management, INC.'s 401(k) plan: 376 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [VEID & VEID CPAS](https://planprovider.pro/provider/veid-and-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|—|—|—|

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