Plan Ledger DOL Form 5500 · updated monthly

The Burke Group, LTD.401(k)

THE BURKE GROUP 401(K) PROFIT SHARING PLAN · ROSEMONT, IL · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

The Burke Group, LTD. reported $283,659 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $3,499 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 2 years on file its reported administrative ratio fell from 0.24% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 436th-largest of 3,702 plans among Illinois employers on file, and the 1,128th of 11,654 in professional & technical services. In 2024, employees put in $3.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$138,080,880
Participants with balances565
Active participants466
Employer contributions$1,630,747
Employee contributions$5,590,775
Employer contribution per active participant$3,499
Average account balance$244,391
Benefits paid to participants$5,219,264
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$138.1M · 565 accts · $1.6M emplr
2023$117.4M · 530 accts · $1.6M emplr
2022$98.9M · 504 accts · $928K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,314
Investment management$117,771
Audit (IQPA)$26,229
Total administrative$283,659
The The Burke Group, LTD. 401(k) match · 2024
Employer contribution per active participant$3,499
Median for plans this size$3,635
2024$3,499 per active participant
2023$3,543 per active participant
2022$2,173 per active participant

The Burke Group, LTD.'s 2024 employer contribution ran below the $3,635 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 · 20247
ROBERT J TOTH JR DBA LAW OFFICE OF · Legal$62,595
AMERIPRISE FINANCIAL SERVICES LLC · Investment advisory (plan)$56,250
EMPOWER ADVISORY GROUP, LLC · Investment management$42,771
CBIZ CPAS P.C. · Accounting / audit$26,229
AMERIPRISE FINANCIAL INC DBA COLUMB · Investment advisory (plan)$18,750
DATASMITH LLC$2,750

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

Administrative cost history3
2024$283,659 · 0.22%
2023$144,316 · 0.13%
2022$267,540 · 0.24%
Same employer
Similar plansProfessional & Technical Services · Illinois
Leydig, Voit & Mayer, LTD. IL$149.3M · 0.14%
Miller, Cooper & Co., LTD. IL$148.3M · 0.14%
Amundsen Davis LLC IL$142.6M · 0.18%
Hanson Group, Inc. IL$132.6M · 0.15%
Halo Branded Solutions, Inc. IL$131.4M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363747083 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.