THE BURKE GROUP, LTD. 401(k) Plan
What public Form 5500 filings show about the THE BURKE GROUP, LTD. 401(k) plan — and how to find and check your own account.
The THE BURKE GROUP, LTD. 401(k) on its latest Form 5500
THE BURKE GROUP, LTD. (EIN 36-3747083) reports THE BURKE GROUP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $138.1M in plan assets across 466 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 THE BURKE GROUP, LTD. filing — schedules, fees, and providers.
Who runs the THE BURKE GROUP, 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE BURKE GROUP, LTD. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CBIZ CPAS P C, DATASMITH, AMERIPRISE FINANCIAL SERVICES, AMERICAN HEALTH HOLDING, ALLIED BENEFIT SYSTEMS, EMPOWER ADVISORY GROUP.
How to check your THE BURKE GROUP, LTD. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask THE BURKE GROUP, 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).