Plan Ledger DOL Form 5500 · updated monthly

Burlington Capital Pm Group Inc.401(k)

BURLINGTON CAPITAL PM GROUP, INC 401(K) PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Burlington Capital Pm Group Inc. reported $15,172 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. Employer contributions averaged $944 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 has held roughly steady near 0.396%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Nebraska (479th of 565), and 1,607th of 2,096 in real estate & leasing. In 2024, employees put in $2.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,257,529
Participants with balances211
Active participants208
Employer contributions$196,451
Employee contributions$483,552
Employer contribution per active participant$944
Average account balance$20,178
Benefits paid to participants$333,756
Plan auditUnmodified (clean) audit opinion
AuditorLUTZ
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 211 accts · $196K emplr
2023$3.4M · 286 accts · $135K emplr
2022$2.6M · 236 accts · $77K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,172
Total administrative$15,172
The Burlington Capital Pm Group Inc. 401(k) match · 2024
Employer contribution per active participant$944
Median for plans this size$1,313
2024$944 per active participant
2023$613 per active participant
2022$386 per active participant

Burlington Capital Pm Group Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ASCENSUS LLC · Loan processing · Recordkeeping$15,172

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$15,172 · 0.40%
2023$7,694 · 0.26%
2022$12,143 · 0.40%
Similar plansReal Estate & Leasing · Nebraska
Cherry Hill Company/Lrc NE$12.8M · 0.05%
Slosburg Company NE$10.7M · 0.28%
Jtw Omaha Movers, Inc NE$1.5M · 1.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201740094 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.