Plan Snapshot
- Plan Sponsor: Burke, INC.
- Sponsor EIN: 311271870
- Sponsor Address: 500 WEST 7TH STREET, CINCINNATI, OH, 45203
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $111.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 323 | $111.0M | $776,640 | $3.3M |
| 2023 | 327 | $105.4M | $824,393 | $3.3M |
| 2022 | 339 | $89.8M | $853,477 | $3.3M |
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 |
|---|---|---|---|---|
| CLARK SCHAEFER HACKETT | Auditor | — | — | $0 |
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 | $17,110 | $13,264 | $300 | — | — |
| 2023 | $3,542 | $11,405 | — | — | — |
| 2022 | $10,250 | $8,295 | — | — | — |