# Burke Capital Vi, INC. DC Plan
Source: https://planprovider.pro/companies/the-burke-group-of-rochester-inc-plan

> Burke Capital Vi, INC.'s DC plan: 98,765 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| USICG|NONE|$138,869|—|$138,869|

| COBBLESTONE CAPTIAL ADVISORS|NONE|$21,725|—|$21,725|

| 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](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $160,594

- **Estimated Expense Ratio:** 2.206% 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|$160,594|$21,725|—|—|—|

| 2023|$149,771|$12,974|$136,797|—|—|

| 2022|$145,696|$13,896|$131,800|—|—|

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