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Original filing (PDF)20250723133627NAL0003530849001
BURNS WHITE LLC
Form 5500
FILING_RECEIVED
BURNS WHITE PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
221
Accounts w/ balance
362
Plan assets (EOY)
$58.4M
Net assets (EOY)
$58.4M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 28 bps in Schedule C fees — 76% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURNS WHITE LLC.
Plan sponsor
Name
BURNS WHITE LLC
EIN
25-1538192
Address
BURNS WHITE CENTER · 48 26TH ST · PITTSBURGH, PA · 15222
Phone
(412) 995-3000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
LALLY & CO, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST NATIONAL TRUST COMPANY | 20-0433578 | — | NONE | $85K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $80K | — |
Investments
35 direct securities· $58.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | — | — | — | $11.3M | 19.3% | |
| MFS International Intrinsic Value R6 | — | — | — | $6.8M | 11.6% | |
| Fidelity Advisor Total Bd Z | — | — | — | $6.1M | 10.4% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $6.0M | 10.2% | |
| Vanguard Equity-Income ADM Fund | — | — | — | $5.4M | 9.2% | |
| Standard Stable Asset Fund A - 2.42% | — | — | — | $3.4M | 5.9% | |
| Vanguard Small Cap Index ADM Fund | — | — | — | $3.0M | 5.1% | |
| Vanguard Mid Cap Value Index Admiral Fund | — | — | — | $2.0M | 3.4% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $1.7M | 2.9% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $1.6M | 2.8% | |
| Carillon Eagle Mid Cap Growth R6 | — | — | — | $1.6M | 2.8% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $1.4M | 2.4% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $1.4M | 2.4% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $1.0M | 1.7% | |
| Vanguard Extended Market IDX ADM Fund | — | — | — | $559K | 1.0% | |
| Identity of Issuer, of Party Borrower, Lessor, Description of Current Involved or Similar Party Investment Cost Value American Funds American Balanced R6 Fund | — | — | — | $529K | 0.9% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $522K | 0.9% | |
| American Funds New Perspective R6 Fund | — | — | — | $498K | 0.9% | |
| Vanguard Developed Markets IDX Admiral Fund | — | — | — | $387K | 0.7% | |
| Prudential High Yield Z Fund | — | — | — | $348K | 0.6% | |
| Participant Loans Rates 5.25% - 10.5% - | — | — | — | $344K | 0.6% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $318K | 0.5% | |
| PIMCO Global Total Return Q Fund | — | — | — | $276K | 0.5% | |
| DFA US Targeted Value Portfolio Fund | — | — | — | $259K | 0.4% | |
| Vanguard Specialized FD Real Estate Index Fund | — | — | — | $237K | 0.4% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $212K | 0.4% | |
| DFA Emerging Markets Core Equity Port Fund | — | — | — | $210K | 0.4% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $209K | 0.4% | |
| PIMCO Real Return Instl Fund | — | — | — | $198K | 0.3% | |
| Goldman Sachs Intl Small Cap Insights Insl Fund | — | — | — | $109K | 0.2% | |
| Vanguard Explorer ADM Fund | — | — | — | $87K | 0.1% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $33K | <0.1% | |
| T. Rowe Price Retirement Balanced I Fund | — | — | — | $13K | <0.1% | |
| professional standards, is to conduct our audit in accordance with ERISA Section 103(a)(3)(C) pursuant to 29 CFR 2520.103-8 of the DOL’s Rules and Regulations for Reporting and Disclosure under ERISA. | — | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $2K | <0.1% |