What public Form 5500 filings show about the Burke & Herbert Finanical Services Corp. 401(k) plan — and how to find and check your own account.
Burke & Herbert Finanical Services Corp. (EIN 92-0289417) reports SUMMIT FINANCIAL GROUP, INC. DEFINED CONTRIBUTION PLAN on its most recent Form 5500, with $46.1M in plan assets across 472 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 Finanical Services Corp. 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Burke & Herbert Finanical Services Corp. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ADVISORY GROUP, MORGAN STANLEY, BAKER TILLY VIRCHOW KRAUSE LLP, METRO BENEFITS.
