What public Form 5500 filings show about the Burke & Herbert Bank 401(k) plan — and how to find and check your own account.
Burke & Herbert Bank (EIN 54-0155785) reports BURKE & HERBERT BANK & TRUST COMPANY INVESTMENT AND SAVINGS PLAN on its most recent Form 5500, with $67.5M in plan assets across 352 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 Burke & Herbert Bank 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Burke & Herbert Bank 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CONRAD SIEGEL INVESTMENT ADVISORS, CONRAD SIEGEL, INSTITUTIONAL INVESTMENT CONSULTIN, STRATEGIC ADVISORS, VANGUARD GROUP, VANGUARD FIDUCIARY TRUST.
