Burke Distributing Co. LLC's EIN is 04-2646090.
Download the official 2024 Form 5500 (PDF) for Burke Distributing Co. LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Burke Distributing Co. LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $50K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual funds - | Common Collective Trusts | — | — | $4.5M | 12.9% | |
| NYLI Winslow Large Cap Growth I Mutual funds - | Other securities | — | — | $4.2M | 12.0% | |
| American Funds Europacific Growth R5E Mutual funds - | Mutual Funds | — | — | $3.3M | 9.5% | |
| Fidelity Mid Cap Index Mutual funds - | Mutual Funds | — | — | $3.0M | 8.4% | |
| PIMCO Total Return A Mutual funds - | Mutual Funds | — | — | $2.9M | 8.4% | |
| Putnam Large Cap Value Y Mutual funds - | Mutual Funds | — | — | $2.9M | 8.3% | |
| Fidelity International Index Mutual funds - | Mutual Funds | — | — | $2.6M | 7.4% | |
| John Hancock Income A Mutual funds - | Other securities | — | — | $2.5M | 7.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.2M | 6.4% | |
| Fidelity Small Cap Index Mutual funds - | Mutual Funds | — | — | $2.0M | 5.7% | |
| PUTNAM RETIREMENT ADV TRST 2060 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $981K | 2.8% | |
| INVESCO Developing Markets A Mutual funds - | Mutual Funds | — | — | $732K | 2.1% | |
| PUTNAM RETIREMENT ADV TRST 2045 PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $686K | 2.0% | |
| PUTNAM RETIREMENT ADV TRST 2055 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $666K | 1.9% | |
| PUTNAM RETIREMENT ADV TRST 2050 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $594K | 1.7% | |
| PUTNAM RETIREMENT ADV TRST 2040 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $299K | 0.9% | |
| PUTNAM RETIREMENT ADV TRST 2035 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $297K | 0.8% | |
| Participant loans Interest rates @ 4.25% - 9.50% - | Bonds / Notes | — | — | $290K | 0.8% | |
| PUTNAM RETIREMENT ADV TRST 2025 PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $159K | 0.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM RETIREMENT ADV TRST MAT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $70K | 0.2% | |
| PUTNAM RETIREMENT ADV TRST 2030 PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC | — | EAST PROVIDENCE, RI | CONTRACT ADMIN | $7K | — |
