Plan Ledger DOL Form 5500 · updated monthly

Burns White LLC401(k)

BURNS WHITE PROFIT SHARING PLAN · PITTSBURGH, PA · plan year 2025

Reported admin expense ratio · 2025
0.28%

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

Burns White LLC reported $176,946 in plan administrative expenses for 2025: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,305 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 fell from 0.32% to 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 638th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,111th of 11,654 in professional & technical services. In 2025, employees put in $1.55 for every $1.00 the employer contributed; active participation has grown from 212 to 284 since 2022.

Plan summary
Net assets, end of year$68,050,409
Participants with balances412
Active participants284
Employer contributions$1,506,620
Employee contributions$2,327,866
Employer contribution per active participant$5,305
Average account balance$165,171
Benefits paid to participants$3,634,969
Plan auditUnmodified (clean) audit opinion
AuditorLALLY & CO, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$68.1M · 412 accts · $1.5M emplr
2024$58.4M · 362 accts · $1.5M emplr
2023$54.0M · 372 accts · $1.4M emplr
2022$44.2M · 334 accts · $1.3M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$86,517
Investment management$90,429
Total administrative$176,946
The Burns White LLC 401(k) match · 2025
Employer contribution per active participant$5,305
Median for plans this size$4,093
2025$5,305 per active participant
2024$6,697 per active participant
2023$5,858 per active participant
2022$6,365 per active participant

Burns White LLC's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$84,168
FIRST NATIONAL TRUST COMPANY · Investment advisory (plan)$90,428

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

Recordkeeper by year3
2025The Standard
2024The Standard
2023The Standard

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

Administrative cost history4
2025$176,946 · 0.28%
2024$164,687 · 0.29%
2023$148,401 · 0.30%
2022$148,975 · 0.32%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Data Systems Analysts, Inc. PA$72.9M · 0.06%
Stone & Webster LLC PA$67.5M · 0.09%
Burns Engineering, Inc. PA$66.4M · 0.20%
Barley Snyder LLP PA$66.2M · 0.36%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 251538192 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.