Plan Snapshot
- Plan Sponsor: Burke Capital Vi, INC.
- Sponsor EIN: 450677056
- Sponsor Address: 400 LINDEN OAKS, ROCHESTER, NY, 14625
- Plan Type: DC
- Total Participants: 98,765
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 98,765 | $7.3M | $0 | $221,892 |
| 2023 | 115,275 | $7.0M | $0 | $217,970 |
| 2022 | 145,895 | $6.2M | $0 | $56,434 |
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 |
|---|---|---|---|---|
| MENGEL, METZGER, BARR & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MENGEL, METZGER, BARR & CO. LLP — 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 |
|---|---|---|---|---|---|
| 2024 | $160,594 | $21,725 | — | — | — |
| 2023 | $149,771 | $12,974 | $136,797 | — | — |
| 2022 | $145,696 | $13,896 | $131,800 | — | — |