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Original filing (PDF)20251014084943NAL0003454800001
BURNHAM HOLDINGS, INC.
Form 5500
FILING_RECEIVED
BURNHAM HOLDINGS, INC. SAVINGS PLAN A
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
467
Accounts w/ balance
528
Plan assets (EOY)
$67.0M
Net assets (EOY)
$67.0M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURNHAM HOLDINGS, INC..
Plan sponsor
Name
BURNHAM HOLDINGS, INC.
EIN
42-1561863
Address
1241 HARRISBURG AVENUE · LANCASTER, PA · 17604
Phone
(717) 390-7812
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $40K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $35K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
37 direct securities · 1 pooled fund· $67.0M(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
$67.0M
37 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies Fidelity 500 Index Fund | — | — | — | $9.7M | 14.4% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $6.8M | 10.1% | |
| The Vanguard Group Vanguard Target Retirement 2030 Fund | — | — | — | $5.0M | 7.4% | |
| Insurance Company Guaranteed Investment Contract * Principal Life Insurance Company Principal Fixed Income Guaranteed Option | — | — | — | $4.2M | 6.3% | |
| The Vanguard Group Vanguard Target Retirement 2035 Fund | — | — | — | $4.1M | 6.1% | |
| The Vanguard Group Vanguard Target Retirement 2040 Fund | — | — | — | $3.4M | 5.1% | |
| Fidelity US Bond Index | — | — | — | $3.1M | 4.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $2.6M | 3.9% | |
| The Vanguard Group Vanguard Small-Cap Index Fund | — | — | — | $2.6M | 3.8% | |
| Fidelity Large Cap Value Index Fund | — | — | — | $2.2M | 3.2% | |
| The Vanguard Group Vanguard Target Retirement 2050 Fund | — | — | — | $2.1M | 3.1% | |
| PIMCO Income Fund | — | — | — | $2.0M | 3.0% | |
| Fidelity International Index Fund | — | — | — | $2.0M | 2.9% | |
| The Vanguard Group Vanguard Target Retirement 2045 Fund | — | — | — | $1.9M | 2.9% | |
| The Vanguard Group Vanguard Balanced Index Fund | — | — | — | $1.7M | 2.6% | |
| The Vanguard Group Vanguard Target Retirement 2020 Fund | — | — | — | $1.7M | 2.5% | |
| The Vanguard Group Vanguard Target Retirement 2055 Fund | — | — | — | $1.7M | 2.5% | |
| The Vanguard Group Vanguard Target Retirement 2025 Fund | — | — | — | $1.6M | 2.4% | |
| The Vanguard Group Vanguard Wellington Fund | — | — | — | $1.2M | 1.8% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $1.0M | 1.5% | |
| The Vanguard Group Vanguard Global Equity Fund | — | — | — | $868K | 1.3% | |
| The Vanguard Group Vanguard Target Retirement Income Fund | — | — | — | $787K | 1.2% | |
| Participant Loans 3.25% to 10.50% | — | — | — | $734K | 1.1% | |
| The Vanguard Group Vanguard Target Retirement 2060 Fund | — | — | — | $580K | 0.9% | |
| Fidelity Total Bond K6 Fund | — | — | — | $559K | 0.8% | |
| The Vanguard Group Vanguard Windsor II Fund | — | — | — | $492K | 0.7% | |
| The Vanguard Group Vanguard Short-Term Treasury Fund | — | — | — | $469K | 0.7% | |
| PIMCO RAE US Small Fund | — | — | — | $411K | 0.6% | |
| Janus International Holding, LLC Janus Henderson Enterprise Fund | — | — | — | $393K | 0.6% | |
| The Vanguard Group Vanguard Target Retirement 2065 Fund | — | — | — | $264K | 0.4% | |
| The American Funds American Funds New World R6 | — | — | — | $255K | 0.4% | |
| The Vanguard Group Vanguard International Value Fund | — | — | — | $206K | 0.3% | |
| The Vanguard Group Vanguard PRIMECAP Core Fund | — | — | — | $205K | 0.3% | |
| The Vanguard Group Vanguard Explorer Fund | — | — | — | $143K | 0.2% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $106K | 0.2% | |
| The Vanguard Group Vanguard Target Retirement 2070 Fund | — | — | — | $20K | <0.1% | |
| (E) | — | — | — | $20K | <0.1% | |
| VANGUARD RETIRE SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% |