# Burke, INC. 401(k) Plan
Source: https://planprovider.pro/companies/burke-inc-401k-plan-001-1870

> Burke, INC.'s 401(k) plan: 323 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$13,264|—|$13,264|

| CLARK SCHAEFER HACKETT|ACCOUNTANT|$11,000|—|$11,000|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $24,264

- **Estimated Expense Ratio:** 0.022% 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|$17,110|$13,264|$300|—|—|

| 2023|$3,542|$11,405|—|—|—|

| 2022|$10,250|$8,295|—|—|—|

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