# Burke, Williams & Sorensen, LLP 401(k) Plan
Source: https://planprovider.pro/companies/burke-williams-sorensen-llp-401k-plan-004

> Burke, Williams & Sorensen, LLP's 401(k) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Burke, Williams & Sorensen, LLP

- **Sponsor EIN:** 951705973

- **Sponsor Address:** 444 S. FLOWER STREET, 40TH FLOOR, LOS ANGELES, CA, 90071

- **Plan Type:** 401(k)

- **Total Participants:** 142

- **Total Assets:** $39.0M

## 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|142|$39.0M|$244,565|$2.2M|

| 2023|113|$32.5M|$240,259|$2.0M|

| 2022|93|$27.9M|$193,051|$1.7M|

## 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|

| HOLTHOUSE, CARLIN, VAN TRIGT, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HOLTHOUSE, CARLIN, VAN TRIGT, LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — 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|$34,900|$17,719|—|—|—|

| 2023|$37,640|$16,093|—|—|—|

| 2022|$36,077|$239|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/burke-williams-sorensen-llp-401k-plan-004)

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