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: 266
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 266 | $2.6M | $84,763 | $261,348 |
| 2023 | 233 | $2.4M | $74,531 | $238,507 |
| 2022 | 265 | $2.0M | $74,930 | $237,339 |
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 — 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 | $13,849 | $6,212 | — | — | — |
| 2023 | $11,841 | $5,372 | — | — | — |
| 2022 | $12,332 | — | — | — | — |