Plan Snapshot
- Plan Sponsor: The Burke Group, Ltd.
- Sponsor EIN: 363747083
- Sponsor Address: 9575 W. HIGGINS ROAD SUITE 600, ROSEMONT, IL, 60018
- Plan Type: 401(k)
- Total Participants: 466
- Total Assets: $138.1M
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 | 466 | $138.1M | $1.6M | $5.6M |
| 2023 | 438 | $117.4M | $1.6M | $5.2M |
| 2022 | 427 | $98.9M | $927,667 | $4.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $74,314 | — | $74,314 |
| ROBERT J TOTH JR DBA LAW OFFICE OF | ATTORNEY | $62,595 | — | $62,595 |
| AMERIPRISE FINANCIAL SERVICES LLC | INVESTMENT ADVISOR | $56,250 | — | $56,250 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $42,771 | — | $42,771 |
| CBIZ CPAS P.C. | AUDITOR | $26,229 | — | $26,229 |
| AMERIPRISE FINANCIAL INC DBA COLUMB | INVESTMENT ADVISOR | $18,750 | — | $18,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $280,909
- Estimated Expense Ratio: 0.203% 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 | $283,659 | $117,771 | — | $26,229 | — |
| 2023 | $144,316 | $105,045 | — | — | — |
| 2022 | $267,540 | — | $267,540 | — | — |