# Burkert Usa Corp 401(k) Plan
Source: https://planprovider.pro/companies/burkert-usa-corp-401k-plan

> Burkert Usa Corp's 401(k) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bernard-robinson-and-company) — 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|—|—|

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