# Burke & Herbert Bank & Trust Company DB Plan
Source: https://planprovider.pro/companies/burke-herbert-bank-trust-company-plan

> Burke & Herbert Bank & Trust Company's DB plan: 57 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Burke & Herbert Bank & Trust Company

- **Sponsor EIN:** 540155785

- **Sponsor Address:** P.O. BOX 268, ALEXANDRIA, VA, 223130268

- **Plan Type:** DB

- **Total Participants:** 57

- **Total Assets:** $30.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|57|$30.6M|$0|$0|

| 2023|60|$33.2M|$0|$0|

| 2022|70|$32.0M|$0|$0|

## 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|

| CONRAD SIEGEL|NONE|$50,022|—|$50,022|

| VANGUARD ADVISORS INC.|NONE|$32,309|—|$32,309|

| CONRAD SIEGEL INVESTMENT ADVISORS|NONE|$28,151|—|$28,151|

| BLACKROCK INC|NY|$10,022|—|$10,022|

| CHARLES SCHWAB & CO|NONE|$8,719|—|$8,719|

| YOUNT, HYDE & BARBOUR, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VANGUARD ADVISORS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [CONRAD SIEGEL INVESTMENT ADVISORS](https://planprovider.pro/provider/conrad-siegel-investment-advisors) — NONE

- [CHARLES SCHWAB & CO](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [YOUNT, HYDE & BARBOUR, P.C.](https://planprovider.pro/provider/yount-hyde-and-barbour-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $129,223

- **Estimated Expense Ratio:** 0.422% of plan assets

### 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|$147,141|$60,460|—|—|—|

| 2023|$166,459|$81,096|—|—|—|

| 2022|$167,551|$104,403|—|—|$44,140|

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