Plan Ledger DOL Form 5500 · updated monthly

Burwood Group, Inc.401(k)

BURWOOD GROUP, INC. 401(K) PROFIT SHARING PLAN · OAK BROOK, IL · plan year 2025

Reported admin expense ratio · 2025
0.29%

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

Burwood Group, Inc. reported $75,928 in plan administrative expenses for 2025: 0.29% of average plan assets, above the peer median. Employer contributions averaged $2,903 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 0.34% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,383rd-largest of 3,702 plans among Illinois employers on file, and the 4,391st of 11,654 in professional & technical services. In 2025, employees put in $3.63 for every $1.00 the employer contributed; active participation has shrunk from 205 to 178 since 2022.

Plan summary
Net assets, end of year$27,987,131
Participants with balances223
Active participants178
Employer contributions$516,815
Employee contributions$1,874,501
Employer contribution per active participant$2,903
Average account balance$125,503
Benefits paid to participants$3,650,538
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$28.0M · 223 accts · $517K emplr
2024$24.0M · 234 accts · $554K emplr
2023$21.5M · 258 accts · $589K emplr
2022$18.9M · 262 accts · $484K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$26,432
Investment management$49,496
Total administrative$75,928
The Burwood Group, Inc. 401(k) match · 2025
Employer contribution per active participant$2,903
Median for plans this size$2,666
2025$2,903 per active participant
2024$2,884 per active participant
2023$2,741 per active participant
2022$2,362 per active participant

Burwood Group, Inc.'s 2025 employer contribution ran above the $2,666 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 · 20253
MMA SECURITIES, LLC · Investment advisory (plan)$49,496
EMPOWER ADVISORY GROUP, LLC · Investment management$10,481

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$75,928 · 0.29%
2024$73,712 · 0.32%
2023$66,749 · 0.33%
2022$75,800 · 0.34%
All plans at this employer2
BURWOOD GROUP, INC. 401(K) PROFIT SHARING PLAN401(k)
BURWOOD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 364180073 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.