# Burke, Warren, Mackay & Serritella, P.C. DC Plan
Source: https://planprovider.pro/companies/burke-warren-mackay-serritella-p-c-plan-001

> Burke, Warren, Mackay & Serritella, P.C.'s DC plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Burke, Warren, Mackay & Serritella, P.C.

- **Sponsor EIN:** 363815082

- **Sponsor Address:** 330 NORTH WABASH, 21ST FLOOR, CHICAGO, IL, 60611

- **Plan Type:** DC

- **Total Participants:** 92

- **Total Assets:** $91.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|92|$91.1M|$1.7M|$1.9M|

| 2023|93|$79.1M|$1.6M|$1.3M|

| 2022|89|$66.7M|$1.5M|$1.4M|

## 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|

| BOKF, NA|TRUSTEE|$10,628|$198|$10,826|

| WILLIAMS CAPITAL MANAGEMENT|NONE|$7,979|—|$7,979|

| CITRIN COOPERMAN|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,805

- **Estimated Expense Ratio:** 0.021% 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|$23,072|$12,999|—|—|—|

| 2023|$33,086|$22,646|—|—|—|

| 2022|$20,033|—|—|—|$8,573|

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