# Edmund Burke School 401(k) Plan
Source: https://planprovider.pro/companies/edmund-burke-school-401k-plan

> Edmund Burke School's 401(k) plan: 107 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Edmund Burke School

- **Sponsor EIN:** 520883668

- **Sponsor Address:** 4101 CONNECTICUT AVENUE NW, WASHINGTON, DC, 20008

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

- **Total Participants:** 107

- **Total Assets:** $20.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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.|

| 2023|107|$20.6M|$0|$0|

| 2022|77|$18.4M|$0|$0|

## 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|

| ELLIN & TUCKER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ELLIN & TUCKER](https://planprovider.pro/provider/ellin-and-tucker-chartered) — 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|

| 2023|$53,918|$53,893|$25|—|—|

| 2022|$66,849|$66,824|$25|—|—|

## Similar Plans

- [Society For Neuroscience](https://planprovider.pro/companies/society-for-neuroscience-403b-plan) — 107 participants

- [American Forest Foundation](https://planprovider.pro/companies/american-forest-foundation-401k-plan) — 106 participants

- [Society For Neuroscience](https://planprovider.pro/companies/society-for-neuroscience-plan-002) — 105 participants

- [Digital Pioneers Academy Public](https://planprovider.pro/companies/digital-pioneers-academy-public-401k-plan) — 99 participants

- [America'S Health Insurance Plans, INC.](https://planprovider.pro/companies/america-s-health-insurance-plans-inc-401k-plan) — 116 participants

- [Meridian Public Charter School](https://planprovider.pro/companies/meridian-public-charter-school-401k-plan) — 118 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/edmund-burke-school-401k-plan)

© 2026 PlanProvider.Pro