# Wm. T. Burnett Holding LLC 401(k) Plan
Source: https://planprovider.pro/companies/wm-t-burnett-holding-llc-401k-plan-002

> Wm. T. Burnett Holding LLC's 401(k) plan: 381 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ELLIN & TUCKER, CHARTERED|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ELLIN & TUCKER, CHARTERED](https://planprovider.pro/provider/ellin-and-tucker-chartered) — 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|$121,957|$59,691|—|—|—|

| 2023|$116,799|$55,770|$300|—|—|

| 2022|$115,107|—|—|—|—|

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