Retirement plan

BURT ELECTRIC 401(K) PLAN

Name: BURT ELECTRIC & COMMUNICATIONS, INC. - BURT ELECTRIC 401(K) PLAN (2025) Form 5500
Creator: BURT ELECTRIC & COMMUNICATIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BURT ELECTRIC 401(K) PLAN, BURT ELECTRIC & COMMUNICATIONS, INC.

BURT ELECTRIC & COMMUNICATIONS, INC.EIN 26-3390912Plan #001PY 2025

622 MAIN STREET - TAFT, CA 93268661-763-1999

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$97K

+71.3% from 2024

Total participants

-37.5% from 2024

Average account balance

$19,459

+174.0% from 2024

Annual return

20.49%

+9.57 pp from 2024

Benchmarks

See 17,684 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort17,684 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$97K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$19K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.49%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1207

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$6K

$1207 / participant

Other / not subdivided$6K100.0%

% of EOY assets

6.203%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,459

$134,817-85.6%

$123,973-84.3%

$155,188-87.5%

Participation rate

100.0%

79.4%+20.6pp

76.7%+23.3pp

80.8%+19.2pp

Annual return

20.49%

515.49%-495.0pp

388.13%-367.6pp

148.84%-128.3pp

Employer contribution / active EE

$2,963

$4,425-33.0%

$4,126-28.2%

$4,248-30.2%

Participant deferral / active EE

$3,768

$5,706-34.0%

$5,247-28.2%

$6,531-42.3%

Admin fee / account holder

$1,207

$13,245-90.9%

$11,799-89.8%

$14,480-91.7%

BURT ELECTRIC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BURT ELECTRIC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion