How big is WM. T. Burnett Holding LLC's plan?

WM. T. Burnett Holding LLC's plan reported $25.7M in assets and 381 participants for 2024.

Original filing (PDF)20251015132411NAL0004968961001

WM. T. Burnett Holding LLC

Name: WM. T. Burnett Holding LLC — WM. T. Burnett 401(k), Form 5500 (2024)
Creator: WM. T. Burnett Holding LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

WM. T. Burnett 401(k) Retirement Plan

401(k) retirement plan · WM. T. Burnett Holding LLC's WM. T. Burnett 401(k) Retirement Plan held $25.7M in plan assets for 381 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureCorrective distributions issued

Active participants

381

Accounts w/ balance

428

Plan assets (EOY)

$25.7M

Net assets (EOY)

$25.7M

People on this filing

Megan McElroy signed WM. T. Burnett Holding LLC's 2024 Form 5500 as plan administrator.

Megan McElroy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

WM. T. Burnett Holding LLC's EIN is 26-2657994.

EIN 26-2657994

Plan number 002

Plan year 2024

ACK ID 20251015132411NAL0004968961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WM. T. Burnett Holding LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WM. T. Burnett Holding LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WM. T. BURNETT HOLDING LLC.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

WM. T. BURNETT HOLDING LLC

EIN

all filings

Address

1500 BUSH STREET · BALTIMORE, MD · 212301966

Phone

(410) 837-3000

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$62K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	13-2638166	—	ADVISOR	$60K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

27 direct securities· $25.1M(98% of reported assets)

Mutual Funds

$15.3M

18 holdings

Other securities

$7.7M

7 holdings

Common Collective Trusts

$2.2M

2 holdings

					% of plan
T. ROWE PRICE CAPITAL APPRECIATION Mutual Fund	Other securities	—	—	$5.9M	22.8%
AMERICAN FUNDS TARGET DATE 2025 R6 Mutual Fund	Mutual Funds	—	—	$2.4M	9.4%
AMERICAN FUNDS TARGET DATE 2035 R6 Mutual Fund	Mutual Funds	—	—	$2.3M	8.8%
ISHARES S&P 500 INDEX FUND CLASS K Mutual Fund	Common Collective Trusts	—	—	$2.1M	8.1%
AMERICAN FUNDS GROWTH FUND AMER R6 Mutual Fund	Mutual Funds	—	—	$1.9M	7.3%
AMERICAN FUNDS TARGET DATE 2040 R6 Mutual Fund	Mutual Funds	—	—	$1.8M	7.1%
AMERICAN FUNDS TARGET DATE 2030 R6 Mutual Fund	Mutual Funds	—	—	$1.5M	5.6%
AMERICAN FUNDS U.S. GOVERNMENT MONEY MARKET R6 Money Market Fund	Mutual Funds	—	—	$1.3M	5.1%
AMERICAN FUNDS TARGET DATE 2045 R6 Mutual Fund	Mutual Funds	—	—	$740K	2.9%
BLACKROCK EQUITY DIVIDEND K Mutual Fund	Other securities	—	—	$660K	2.6%
AMERICAN FUNDS TARGET DATE 2050 R6 Mutual Fund	Mutual Funds	—	—	$641K	2.5%
AMERICAN FUNDS TARGET DATE 2055 R6 Mutual Fund	Mutual Funds	—	—	$606K	2.4%
AMERICAN FUNDS TARGET DATE 2060 R6 Mutual Fund	Mutual Funds	—	—	$558K	2.2%
JPMORGAN SMALL CAP GROWTH R6 Mutual Fund	Other securities	—	—	$512K	2.0%
BLACKROCK HIGH EQUITY INCOME IS Mutual Fund	Other securities	—	—	$418K	1.6%
AMERICAN FUNDS BALANCED R6 Mutual Fund	Mutual Funds	—	—	$416K	1.6%
AMERICAN FUNDS TARGET DATE 2020 R6 Mutual Fund	Mutual Funds	—	—	$313K	1.2%
VANGUARD MIDCAP INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$252K	1.0%
PGIM TOTAL RETURN BOND FUND CLASS Z Mutual Fund	Other securities	—	—	$192K	0.7%
VANGUARD INTERMEDIATE BOND INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$178K	0.7%
AMERICAN FUNDS TARGET DATE 2010 R6 Mutual Fund	Mutual Funds	—	—	$158K	0.6%
VANGUARD SMALL CAP INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$139K	0.5%
PIMCO SHORT TERM INSTITUTIONAL Mutual Fund	Mutual Funds	—	—	$101K	0.4%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ADMIRAL Mutual Fund	Common Collective Trusts	—	—	$58K	0.2%
AMERICAN FUNDS TARGET DATE 2015 R6 Mutual Fund	Mutual Funds	—	—	$40K	0.2%
FEDERATED HERMES INSTITUTIONAL HIGH YIELD BD R6 Mutual Fund	Other securities	—	—	$34K	0.1%
LOOMIS GLOBAL BOND INSTITUTIONAL Mutual Fund	Other securities	—	—	$6K	<0.1%