The Burke Group of Rochester, Inc.401(k)
REAL ESTATE COMMISSION RETIREMENT SAVINGS PLAN · ROCHESTER, NY · plan year 2025
The Burke Group of Rochester, Inc. reported $164,483 in plan administrative expenses for 2025: 2.20% of average plan assets, higher than ~90% of peers. 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 rose from 1.87% to 2.20%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in New York (3,965th of 5,648), and 4,207th of 4,798 in finance & insurance. active participation has shrunk from 145,895 to 4,685 since 2022.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left The Burke Group of Rochester, Inc. 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).
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Source: U.S. Department of Labor, Form 5500 series, EIN 450677056 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.