The Burke Group, Ltd. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Burke Group, Ltd. (EIN 363747083)
  • Plan Type: 401(k)
  • Total Participants: 466
  • Total Assets: $138.1M
  • Sponsor State: IL

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024466$138.1M$1.6M$5.6M
2023438$117.4M$1.6M$5.2M
2022427$98.9M$927,667$4.7M

Service Providers

  • EMPOWER ANNUITY INSURANCE COMPANY O — RECORDKEEPER ($74,314)
  • ROBERT J TOTH JR DBA LAW OFFICE OF — ATTORNEY ($62,595)
  • AMERIPRISE FINANCIAL SERVICES LLC — INVESTMENT ADVISOR ($56,250)
  • EMPOWER ADVISORY GROUP, LLC — INVESTMENT MGMT ($42,771)
  • CBIZ CPAS P.C. — AUDITOR ($26,229)
  • AMERIPRISE FINANCIAL INC DBA COLUMB — INVESTMENT ADVISOR ($18,750)

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