Retirement plan

BUERGER, MOSELEY, AND CARSON PLC 401(K) PROFIT SHARING PLAN

Name: BUERGER, MOSELEY, AND CARSON PLC - BUERGER, MOSELEY, AND CARSON PLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: BUERGER, MOSELEY, AND CARSON PLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUERGER, MOSELEY, AND CARSON PLC 401(K) PROFIT SHARING PLAN, BUERGER, MOSELEY, AND CARSON PLC

BUERGER, MOSELEY, AND CARSON PLCEIN 62-0911435Plan #001PY 2025

4068 RURAL PLAINS CIRCLE, SUITE 100 - FRANKLIN, TN 37064615-794-8850buergerlaw.comLinkedIn11-50 employeeslegal services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+45.9% from 2024

Total participants

+4.3% from 2024

Average account balance

$91,843

+39.8% from 2024

Annual return

21.73%

+3.62 pp from 2024

Benchmarks

See 26,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort26,581 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.20M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$446K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+21.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3391

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 codes2E2F2J2T3B3D

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).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$81K

$5425 / participant

Other / not subdivided$81K100.0%

% of EOY assets

3.692%

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

$91,843

$196,972-53.4%

$182,262-49.6%

$198,609-53.8%

Participation rate

100.0%

85.7%+14.3pp

84.2%+15.8pp

82.4%+17.6pp

Annual return

21.73%

158.27%-136.5pp

140.60%-118.9pp

202.70%-181.0pp

Employer contribution / active EE

$18,198

$5,364+239.3%

$5,046+260.7%

$5,055+260.0%

Participant deferral / active EE

$11,549

$8,643+33.6%

$8,276+39.5%

$6,977+65.5%

Admin fee / account holder

$3,391

$18,429-81.6%

$16,712-79.7%

$19,030-82.2%

BUERGER, MOSELEY, AND CARSON PLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUERGER, MOSELEY, AND CARSON PLC 401(K) PROFIT SHARING 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