The Burke Group 401(k) Profit Sharing Plan
Sponsored by The Burke Group, Ltd. · EIN 363747083 · Plan #001
- Total assets
- $138M
- Net assets
- $138M
- Active participants
- 466
- With balances
- 565
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $74,314 |
| Robert J Toth Jr Dba Law Office Of | Legal | $62,595 |
| Ameriprise Financial Services Llc | Investment advisory (plan) | $56,250 |
| Empower Advisory Group, Llc | Investment management | $42,771 |
| Cbiz Cpas P.C. | Accounting | $26,229 |
| Ameriprise Financial Inc Dba Columb | Investment advisory (plan) | $18,750 |
| Datasmith Llc | Other fees | $2,750 |