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Original filing (PDF)20250730114038NAL0001888867001
BURROW GLOBAL, LLC
Form 5500
FILING_RECEIVED
BURROW GLOBAL 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
427
Accounts w/ balance
395
Plan assets (EOY)
$29.2M
Net assets (EOY)
$29.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
27 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 BURROW GLOBAL, LLC.
Plan sponsor
Name
BURROW GLOBAL, LLC
EIN
37-1619755
Address
350 PINE STREET, SUITE 1000 · BEAUMONT, TX · 77701
Phone
(409) 239-5224
Industry
Engineering Services· 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
2025-07-30
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $43K | — |
Investments
16 direct securities · 14 pooled funds· $29.8M(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
$18.4M
16 holdings
Common Collective Trust
$11.4M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 8 Empower Trust Company, LLC Fidelity US Bond Index | — | — | — | $4.2M | 14.4% | |
| 2 Empower Trust Company, LLC Fidelity 500 Index | — | — | — | $4.0M | 13.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $2.8M | 9.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $2.6M | 9.0% | |
| 4 Empower Trust Company, LLC Fidelity International Index | — | — | — | $1.7M | 5.7% | |
| 12 * Empower Annuity Insurance Company of America EI Fixed Account | — | — | — | $1.4M | 4.9% | |
| 11 Empower Trust Company, LLC JPMorgan Large Cap Growth | — | — | — | $1.2M | 4.3% | |
| 12 Empower Trust Company, LLC JPMorgan MidCap Growth | — | — | — | $1.1M | 3.9% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $1.1M | 3.8% | |
| 5 Empower Trust Company, LLC Fidelity MidCap Index | — | — | — | $1.0M | 3.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $923K | 3.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $913K | 3.1% | |
| 3 Empower Trust Company, LLC Fidelity Emerging Markets Index | — | — | — | $819K | 2.8% | |
| 15 Empower Trust Company, LLC LargeCap Value Fund | — | — | — | $785K | 2.7% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $785K | 2.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $757K | 2.6% | |
| 7 Empower Trust Company, LLC Fidelity SmallCap Index | — | — | — | $596K | 2.0% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $505K | 1.7% | |
| 6 Empower Trust Company, LLC Fidelity Real Estate Index | — | — | — | $392K | 1.3% | |
| 1 Empower Trust Company, LLC American Funds Bond Fund of America | — | — | — | $374K | 1.3% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $333K | 1.1% | |
| 9 Empower Trust Company, LLC Invesco Small Cap Value | — | — | — | $301K | 1.0% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $202K | 0.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $187K | 0.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $181K | 0.6% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $141K | 0.5% | |
| 16 Empower Trust Company, LLC MidCap Value Fee | — | — | — | $141K | 0.5% | |
| 10 Empower Trust Company, LLC JPMorgan Global Bond Opportunites | — | — | — | $138K | 0.5% | |
| 13 Empower Trust Company, LLC Empower SDBA | — | — | — | $134K | 0.5% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
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