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Original filing (PDF)20251015135034NAL0009566306001
BURGESS INFORMATION SYSTEMS INC.
Form 5500
FILING_RECEIVED
BURGESS INFORMATION SYSTEMS INC. EMPLOYEES SAVINGS TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
280
Accounts w/ balance
249
Plan assets (EOY)
$24.8M
Net assets (EOY)
$24.8M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 52% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURGESS INFORMATION SYSTEMS INC..
Plan sponsor
Name
BURGESS INFORMATION SYSTEMS INC.
EIN
58-1966314
Address
1267 PROFESSIONAL PARKWAY · GAINESVILLE, GA · 305078705
Phone
(678) 248-3112
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WINDHAM BRANNON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | — | BALTIMORE, MD | NONE | $57K | — |
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $52K | — |
Investments
28 direct securities · 1 pooled fund· $24.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$24.6M
28 holdings
Common Collective Trust
$210K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS AMERICAN FUNDS 2035 TARGET DATE R6 | — | — | — | $2.6M | 10.7% | |
| VANGUARD 500 INDEX FUND ADMR | — | — | — | $2.4M | 9.8% | |
| AMERICAN FUNDS AMERICAN FUNDS 2045 TARGET DATE R6 | — | — | — | $2.2M | 8.7% | |
| MFS VALUE FUND R6 | — | — | — | $1.9M | 7.5% | |
| AMERICAN FUNDS AMERICAN FUNDS 2040 TARGET DATE R6 | — | — | — | $1.8M | 7.2% | |
| AMERICAN FUNDS AMERICAN FUNDS 2020 TARGET DATE R6 | — | — | — | $1.8M | 7.1% | |
| AMERICAN FUNDS AMERICAN FUNDS 2025 TARGET DATE R6 | — | — | — | $1.6M | 6.3% | |
| JP MORGAN JPMORGAN MID-CAP VALUE R6 | — | — | — | $1.5M | 6.0% | |
| AMERICAN FUNDS AMERICAN FUNDS 2030 TARGET DATE R6 | — | — | — | $1.3M | 5.4% | |
| FRANKLIN FUNDS FRANKLIN UTILITIES FUND R6 | — | — | — | $1.2M | 4.9% | |
| AMERICAN FUNDS AMERICAN FUNDS 2050 TARGET DATE R6 | — | — | — | $1.1M | 4.3% | |
| AMERICAN FUNDS AMERICAN FUNDS EUROPACIFIC GROWTH R6 | — | — | — | $963K | 3.9% | |
| AMERICAN FUNDS AMERICAN FUNDS AMCAP R6 | — | — | — | $920K | 3.7% | |
| AMERICAN FUNDS AMERICAN FUNDS 2055 TARGET DATE R6 | — | — | — | $579K | 2.3% | |
| VANGUARD TOTAL INT ST IDX AD | — | — | — | $466K | 1.9% | |
| EATON VANCE EATON VANCE INCOME FUND OF BOSTON R6 | — | — | — | $391K | 1.6% | |
| VANGUARD MID-CAP INDEX FD ADMR | — | — | — | $344K | 1.4% | |
| AMERICAN FUNDS AMERICAN FUNDS 2015 TARGET DATE R6 9 * NOTES RECEIVABLE FROM PARTICIPANTS INTEREST RATES RANGING FROM 4.25% TO 10.50% | — | — | — | $336K | 1.4% | |
| VANGUARD SMALL-CAP INDEX ADMR | — | — | — | $259K | 1.0% | |
| BLACKROCK ISHARES DEVELOPED REAL ESTATE INDEX FUND K | — | — | — | $241K | 1.0% | |
| VANGUARD TOTAL BD MKT INDEX ADMR | — | — | — | $240K | 1.0% | |
| PUTNAM STABLE VALUE 25 PUTNAM · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $210K | 0.8% | |
| VICTORY INTEGRITY SMALL-CAP VALUE FUND R6 | — | — | — | $205K | 0.8% | |
| T. ROWE PRICE T. ROWE PRICE INTEGRATED US SM GR EQ I | — | — | — | $94K | 0.4% | |
| METROPOLITAN TCW METROPOLITAN WEST TOTAL RETURN BD PLAN | — | — | — | $84K | 0.3% | |
| HARTFORD SCHRODERS EMERGING MKTS EQ SDR | — | — | — | $46K | 0.2% | |
| AMERICAN FUNDS AMERICAN FUNDS 2060 TARGET DATE R6 | — | — | — | $36K | 0.1% | |
| HARTFORD MIDCAP R6 | — | — | — | $33K | 0.1% | |
| AMERICAN FUNDS AMERICAN FUNDS 2010 TARGET DATE R6 | — | — | — | $23K | <0.1% |
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