Plan Snapshot
- Plan Sponsor: Wm. T. Burnett Holding LLC
- Sponsor EIN: 262657994
- Sponsor Address: 1500 BUSH STREET, BALTIMORE, MD, 212301966
- Plan Type: 401(k)
- Total Participants: 381
- Total Assets: $25.7M
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 | 381 | $25.7M | $585,052 | $1.7M |
| 2023 | 318 | $23.1M | $672,358 | $1.5M |
| 2022 | 387 | $21.2M | $543,226 | $1.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $62,266 | — | $62,266 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | $59,691 | — | $59,691 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- UBS FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,957
- Estimated Expense Ratio: 0.474% 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 | $121,957 | $59,691 | — | — | — |
| 2023 | $116,799 | $55,770 | $300 | — | — |
| 2022 | $115,107 | — | — | — | — |