Plan Ledger DOL Form 5500 · updated monthly

Burns Surveying LLC401(k)

BURNS SURVEYING LLC 401(K) PROFIT SHARING PLAN AND TRUST · ROCKWALL, TX · plan year 2024

Reported admin expense ratio · 2024
1.56%

Burns Surveying LLC reported $2,291 in plan administrative expenses for 2024: 1.56% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (5,604th of 5,688), and 11,554th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$170,525
Participants with balances145
Active participants79
Employer contributions—
Employee contributions$42,954
Employer contribution per active participant—
Average account balance$1,176
Benefits paid to participants$8,032
Plan auditUnmodified (clean) audit opinion
AuditorKELLOGG & KELLOGG PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,684
Investment management$607
Total administrative$2,291
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ADP, INC. · Loan processing · Recordkeeping$2,291

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$2,291 · 1.56%
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Source: U.S. Department of Labor, Form 5500 series, EIN 813996443 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.