Plan Snapshot
- Plan Sponsor: Burkert Usa Corp
- Sponsor EIN: 330070281
- Sponsor Address: 11425 MT HOLLY-HUNTERSVILLE RD, HUNTERSVILLE, NC, 28078
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $25.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 168 | $25.9M | $1.0M | $1.7M |
| 2023 | 175 | $21.3M | $994,599 | $1.6M |
| 2022 | 160 | $16.9M | $801,383 | $1.3M |
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 |
|---|---|---|---|---|
| BERNARD ROBINSON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD ROBINSON — 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 | $79,164 | $35,122 | — | — | — |
| 2023 | $89,610 | $32,293 | — | — | — |
| 2022 | $99,697 | $84,510 | $3,666 | — | — |