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