# Burnham Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/burnham-holdings-inc-401k-plan-005

> Burnham Holdings, INC.'s 401(k) plan: 411 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Burnham Holdings, INC.

- **Sponsor EIN:** 421561863

- **Sponsor Address:** 1241 HARRISBURG AVENUE, LANCASTER, PA, 176032515

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

- **Total Participants:** 411

- **Total Assets:** $13.5M

## 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|411|$13.5M|$465,466|$1.2M|

| 2023|386|$12.1M|$514,558|$1.2M|

| 2022|399|$9.9M|$388,298|$873,076|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$17,210|—|$17,210|

| RKL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RKL LLP](https://planprovider.pro/provider/rkl-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,210

- **Estimated Expense Ratio:** 0.127% 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|$17,210|—|$17,210|—|—|

| 2023|$9,624|—|$9,624|—|—|

| 2022|$8,375|—|—|—|—|

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