Plan Snapshot
- Plan Sponsor: Burke America Parts Group, L.L.C.
- Sponsor EIN: 473872191
- Sponsor Address: 5852 W. 51ST STREET, CHICAGO, IL, 60638
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 198 | $8.0M | $116,581 | $412,008 |
| 2023 | 207 | $7.7M | $160,298 | $448,602 |
| 2022 | 209 | $6.6M | $162,189 | $447,079 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $36,679 | $35,154 | — | — | — |
| 2023 | $34,748 | $31,728 | — | — | — |
| 2022 | $35,040 | $33,120 | — | — | — |