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Original filing (PDF)20251008095737NAL0003177827001
BURKERT USA CORP
Form 5500
FILING_RECEIVED
BURKERT USA CORP PLAN AND RETIREMENT TRUST
401(k) retirement plan
Active participants
168
Accounts w/ balance
215
Plan assets (EOY)
$25.9M
Net assets (EOY)
$25.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURKERT USA CORP.
Plan sponsor
Name
BURKERT USA CORP
EIN
33-0070281
Address
11425 MT HOLLY-HUNTERSVILLE RD · HUNTERSVILLE, NC · 28078
Phone
(704) 504-4440
Industry
Manufacturingsee 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
2025-10-08
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)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BERNARD ROBINSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $31K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $30K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURKERT USA CORP | — | HUNTERSVILLE, NC | OTHER | $13K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
24 direct securities · 1 pooled fund· $25.9M(100% of reported assets)
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.
Uncategorized
$25.6M
24 holdings
Common Collective Trust
$317K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index Retirement K | — | — | — | $3.8M | 14.7% | |
| Empower Annuity Insurance * Company of America MassMutual Sagic Diversified Bond II | — | — | — | $3.3M | 12.9% | |
| BlackRock iShares S&P 500 Index K | — | — | — | $3.3M | 12.6% | |
| BlackRock Lifepath Index 2035 K | — | — | — | $2.9M | 11.3% | |
| BlackRock Lifepath Index 2030 K | — | — | — | $2.0M | 7.9% | |
| BlackRock Lifepath Index 2040 K | — | — | — | $1.8M | 7.1% | |
| BlackRock Lifepath Index 2045 K | — | — | — | $1.5M | 6.0% | |
| BlackRock Lifepath Index 2055 K | — | — | — | $1.2M | 4.8% | |
| Vanguard Equity-Income Adm | — | — | — | $932K | 3.6% | |
| BlackRock Lifepath Index 2050 K | — | — | — | $871K | 3.4% | |
| BlackRock iShares Russell Small/Mid-Cap Index K | — | — | — | $663K | 2.6% | |
| BlackRock iShares MSCI Total International Index K | — | — | — | $640K | 2.5% | |
| BlackRock iShares U.S. Aggregate Bond Index K | — | — | — | $387K | 1.5% | |
| T. Rowe Price T. Rowe Price New Horizon | — | — | — | $333K | 1.3% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $317K | 1.2% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $304K | 1.2% | |
| Participant Loans 5.25% - 10.50%, maturing through 2033 | — | — | — | $289K | 1.1% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $271K | 1.0% | |
| BlackRock Lifepath Index 2060 K | — | — | — | $225K | 0.9% | |
| American Funds American Funds New World R6 | — | — | — | $198K | 0.8% | |
| Allspring Global Investments Allspring Special Mid Cap Value A | — | — | — | $156K | 0.6% | |
| BlackRock Lifepath Index 2065 K | — | — | — | $151K | 0.6% | |
| Allspring Global Investments Allspring Special Small Cap Value A | — | — | — | $66K | 0.3% | |
| Principal Funds Principal Diversified Real Asset Inst | — | — | — | $66K | 0.3% | |
| Amundi US Pioneer Strategic Income Y | — | — | — | $29K | 0.1% |