Burris Logistics 401(k) match, vesting and fees
What Burris Logistics' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Faw Casson & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 79 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| Burris Logistics: employer contribution per participant | $2,941 | |
| Peer median | $2,178 |
| Burris Logistics: average balance | $91,953 | |
| Peer median | $89,313 |
| Burris Logistics: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.14% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $107M at the end of plan year 2021 to $111M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,214 | $111M | $3.6M | $2,941 | 0.08% | Not published | Form 5500 ↗ |
| 2024 | 1,290 | $101M | $3.3M | $2,651 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 1,887 | $95M | $4.1M | $2,233 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 1,578 | $80.6M | $4.4M | $2,841 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 1,853 | $107M | $5M | $2,716 | 0.18% | Not published | Form 5500 ↗ |
Common questions
Does Burris Logistics match 401(k) contributions?
The match terms for the Burris Logistics Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $3.6M in employer contributions, about $2,941 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Burris Logistics 401(k) match vested?
The vesting schedule for the Burris Logistics Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Burris Logistics 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Burris Logistics.
I left Burris Logistics. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Burris Logistics, (302) 839-5206) or the recordkeeper, Principal Life Insurance Company. The Burris Logistics old 401(k) page lists the contacts from every plan filing. Find an old Burris Logistics 401(k)
Data from the public Form 5500 annual reports Burris Logistics filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Burris Logistics. Not financial advice. Report a correction · Methodology