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Original filing (PDF)20251014060235NAL0001054963001
BURRELL COMMUNICATIONS GROUP, LL
Form 5500
FILING_RECEIVED
BURRELL COMMUNICATIONS GROUP, LLC PROFIT SHARING/TAX-SHELTERED
401(k) retirement plan
Active participants
103
Accounts w/ balance
144
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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 BURRELL COMMUNICATIONS GROUP, LL.
Plan sponsor
Name
BURRELL COMMUNICATIONS GROUP, LL
EIN
36-4297766
Address
233 N. MICHIGAN AVENUE · SUITE 2950 · CHICAGO, IL · 60601
Phone
(312) 843-8950
Industry
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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
MILLER COOPER & CO LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $17K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $32K | — |
Investments
27 direct securities · 1 pooled fund· $8.8M(99% 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.
Registered Investment Companies
$7.9M
27 holdings
Common Collective Trust
$872K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.7M | 19.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $936K | 10.5% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $872K | 9.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $787K | 8.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $586K | 6.6% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $565K | 6.3% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $448K | 5.0% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $427K | 4.8% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $418K | 4.7% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $386K | 4.3% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $385K | 4.3% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $316K | 3.5% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $261K | 2.9% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $260K | 2.9% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $95K | 1.1% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $55K | 0.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $50K | 0.6% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $41K | 0.5% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $35K | 0.4% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $34K | 0.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $32K | 0.4% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $30K | 0.3% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $28K | 0.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $20K | 0.2% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $16K | 0.2% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $16K | 0.2% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $2K | <0.1% |
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