# The Burke Group, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/the-burke-group-ltd-401k-plan

> The Burke Group, Ltd.'s 401(k) plan: 466 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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