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BURK ROYALTY CO., LTD. 401(k) Plan

What public Form 5500 filings show about the BURK ROYALTY CO., LTD. 401(k) plan — and how to find and check your own account.

Plan assets
$23.5M
Participants
293
Plans on file
1

The BURK ROYALTY CO., LTD. 401(k) on its latest Form 5500

BURK ROYALTY CO., LTD. (EIN 75-0938264) reports BURK ROYALTY CO. , LTD 401(K) PLAN on its most recent Form 5500, with $23.5M in plan assets across 293 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full BURK ROYALTY CO., LTD. filing — schedules, fees, and providers.

Who runs the BURK ROYALTY CO., LTD. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BURK ROYALTY CO., LTD. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SANCTUARY ADVISORS, TWO WEST ADVISORS.

How to check your BURK ROYALTY CO., LTD. 401(k)

  • Log in to Merrill (Bank of America)’s participant portal (the site on your statements).
  • Ask BURK ROYALTY CO., LTD. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: BURK ROYALTY CO., LTD. — all Form 5500 filings (EIN 75-0938264) · Texas employer EIN lookup · Form 5500 search
BURK ROYALTY CO., LTD. 401(k) Plan — Form 5500