Plan Ledger DOL Form 5500 · updated monthly

Burke Beverage, Inc.401(k)

BURKE BEVERAGE, INC. 401(K) PLAN · MCCOOK, IL · plan year 2025

Reported admin expense ratio · 2025
0.24%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Burke Beverage, Inc. reported $42,085 in plan administrative expenses for 2025: 0.24% of average plan assets, below the peer median. Employer contributions averaged $4,306 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.01% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,746th-largest of 3,702 plans among Illinois employers on file, and the 1,996th of 4,246 in wholesale trade. In 2025, employees put in $1.98 for every $1.00 the employer contributed; active participation has shrunk from 161 to 67 since 2022.

Plan summary
Net assets, end of year$18,833,789
Participants with balances132
Active participants67
Employer contributions$288,517
Employee contributions$572,463
Employer contribution per active participant$4,306
Average account balance$142,680
Benefits paid to participants$1,162,743
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$18.8M · 132 accts · $289K emplr
2024$16.4M · 142 accts · $314K emplr
2023$14.6M · 146 accts · $345K emplr
2022$17.9M · 205 accts · $450K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$22,891
Total administrative$42,085
The Burke Beverage, Inc. 401(k) match · 2025
Employer contribution per active participant$4,306
Median for plans this size$2,666
2025$4,306 per active participant
2024$4,623 per active participant
2023$5,385 per active participant
2022$2,798 per active participant

Burke Beverage, Inc.'s 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,891
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$19,194
MORGAN STANLEY SMITH BARNEYindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$42,085 · 0.24%
2024$1,044 · 0.01%
2023$2,450 · 0.02%
2022$2,769 · 0.01%
Same employer
Similar plansWholesale Trade · Illinois
The Cary Company IL$18.5M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363047221 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.