Plan Ledger DOL Form 5500 · updated monthly

Burrelles Information Services401(k)

BURRELLES INFORMATION SERVICES, LLC 401(K) PLAN · SHORT HILLS, NJ · plan year 2023

Reported admin expense ratio · 2023
0.25%

Burrelles Information Services reported $57,249 in plan administrative expenses for 2023: 0.25% of average plan assets, below the peer median. 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 1 year on file its reported administrative ratio rose from 0.23% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other information & media employers. By assets it is the 972nd-largest of 2,419 plans among New Jersey employers on file, and the 930th of 2,199 in information & media. active participation has shrunk from 136 to 122 since 2022.

Plan summary
Net assets, end of year$23,582,621
Participants with balances135
Active participants122
Employer contributions—
Employee contributions$265,517
Employer contribution per active participant—
Average account balance$174,686
Benefits paid to participants$1,564,454
Plan auditUnmodified (clean) audit opinion
AuditorPFK O'CONNOR FAVIES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$23.6M · 135 accts
2022$21.7M · 144 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,782
Investment management$41,467
Total administrative$57,249
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
M. HOLDINGS SECURITIES, INC. · Recordkeeping · Pension consulting$31,434
MARCUM LLP · Recordkeeping · Pension consulting$25,750
ADP, INC. · Loan processing · Recordkeeping$15,781
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, M. HOLDINGS SECURITIES, INC.
2023ADP, M. HOLDINGS SECURITIES, INC., MARCUM LLP

This plan has changed recordkeepers within these filings. If you left Burrelles Information Services before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$57,249 · 0.25%
2022$57,029 · 0.23%
Same employer
Similar plansInformation & Media · New Jersey
Acuative Corporation NJ$37.6M · 0.12%
Somos, Inc. NJ$35.1M · 0.15%
In Demand L.L.C. NJ$27.0M · 0.04%
Ownbackup, Inc. NJ$21.5M · 0.60%
Visual Lease, LLC NJ$19.6M · 0.24%
Ferrilli NJ$16.3M · 0.06%
Infragistics, Inc. NJ$15.2M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200253253 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.