Department of Labor filing

BURRIS LOGISTICS

BURRIS LOGISTICS RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 2, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

83filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$3,995

Reported employer contributions per active participant.

Higher than about 86% of comparable plans

#People in the filing

836

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$58 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 76% of comparable plans

↗Investment performance

Not available

Plan assets changed 6.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202483out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions86th percentileTypical peer $1,543 · based on 218 comparable plans

Lower reported administrative expense76th percentileTypical peer $113 · based on 222 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BURRIS LOGISTICS reported $3,339,827 in employer contributions across the plan and 836 active participants. That works out to $3,995 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy65%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 4.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 34.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context83/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $3,339,827
Participant contributions: $5,217,751
Other contributions: $2,295,388
Employer share of reported contributions: 39.0%
Beginning assets: $95,019,168
Ending assets: $101,131,925
Ending net assets: $101,131,925
Ending liabilities: $0
Total income: $21,455,314
Total expenses: $15,342,557
Administrative expenses: $124,481
Participant loans: $1,624,959

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$4,172

2023

$4,442

2024

$3,995

Plan-paid administrative expenses per participant

2022

$89

2023

$58

2024

$58

Active participants

2022

1,059

2023

926

2024

836

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,995	836	101.1M	20250902083506NAL0008610035001
2023	$4,442	926	95M	20240916143924NAL0001623121001
2022	$4,172	1,059	80.6M	20230925144529NAL0016134114001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 521518037-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1998
Industry: Wholesale trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
PRINCIPAL LIFE INSURANCE COMPANY	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250902083506NAL0008610035001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗