Jeremy Watkins signed BURK Royalty Co., Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BURK Royalty Co., Ltd.'s EIN is 75-0938264.
Download the official 2024 Form 5500 (PDF) for BURK Royalty Co., Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BURK Royalty Co., Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SANCTUARY ADVISORS, LLC | — | INDIANAPOLIS, IN | CONSULTANT | $38K | — |
| TWO WEST ADVISORS |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $4.6M | 19.7% | |
| INVESCO STABLE VALUE RET CL 1 COMMON / COLLECTIVE TRUSTS | Stable Value | — | $4.5M | $4.5M | 19.1% | |
| ISHARES S&P 500 INDEX CL K GM MUTUAL FUNDS | Common Collective Trusts | — | $1.3M | $2.0M | 8.4% | |
| ISHARES S&P 500 INDEX FD CL K MUTUAL FUNDS | Common Collective Trusts | — | $1.0M | $1.8M | 7.7% | |
| AMERICAN MUTUAL FUND CL R6 GM MUTUAL FUNDS | Other securities | — | $1.5M | $1.7M | 7.3% | |
| FIDELITY US BOND INDEX FUND GM MUTUAL FUNDS | Common Collective Trusts | — | $1.7M | $1.6M | 6.7% | |
| BAIRD SHORT TERM BOND INSTL GM MUTUAL FUNDS | Other securities | — | $1.6M | $1.6M | 6.7% | |
| PARNASSUS MID CAP FD INSTL GM MUTUAL FUNDS | Other securities | — | $1.5M | $1.6M | 6.7% | |
| NYLI WINSLOW LARGE CAP GRTH R6 MUTUAL FUNDS | Other securities | — | $1.5M | $1.6M | 6.6% | |
| T ROWE PRICE OVERSEAS STK I GM MUTUAL FUNDS | Mutual Funds | — | $1.0M | $1.1M | 4.8% | |
| NYLI WINSLOW LARGE CAP GRTH R6 MUTUAL FUNDS | Other securities | — | $958K | $1.1M | 4.5% | |
| T ROWE PRICE OVERSEAS STK CL I MUTUAL FUNDS | Mutual Funds | — | $795K | $941K | 4.0% | |
| FULLERTHALER BHVRL SML CAP R6 MUTUAL FUNDS | Other securities | — | $601K | $725K | 3.1% | |
| AMERICAN CNTRY INFLTIN R6 GM MUTUAL FUNDS | Other securities | — | $674K | $627K | 2.7% | |
| LOAN FUND LOANS | Other securities | — | $473K | $473K | 2.0% | |
| AMERICAN MUTUAL FUND CL R6 MUTUAL FUNDS | Other securities | — | $361K | $399K | 1.7% | |
| FULLERTHALER BHVRL SML CAP R6 MUTUAL FUNDS | Other securities | — | $265K | $306K | 1.3% | |
| PARNASSUS MID CAP FD CL INSTL MUTUAL FUNDS | Other securities | — | $262K | $282K | 1.2% | |
| FIDELITY US BOND INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $226K | $201K | 0.9% | |
| AMERICAN FUNDS 2030 TARGET R6 MUTUAL FUNDS | Mutual Funds | — | $182K | $188K | 0.8% | |
| AMERICAN CNTRY INFLTIN ADJ R6 MUTUAL FUNDS | Other securities | — | $160K | $147K | 0.6% | |
| INVESCO STABLE VAL RET CL 1 GM COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $125K | $125K | 0.5% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $119K | $119K | 0.5% | |
| ISHARES MSCI EAFE INTRNL IDX K MUTUAL FUNDS | Common Collective Trusts | — | $102K | $99K | 0.4% | |
| AMERICAN FUNDS 2040 TARGET R6 MUTUAL FUNDS | Mutual Funds | — | $88K | $97K | 0.4% | |
| AMERICAN FUNDS 2050 TARGET R6 MUTUAL FUNDS | Mutual Funds | — | $58K | $61K | 0.3% | |
| JANUS HENDERSON TRITON FUND N MUTUAL FUNDS | Mutual Funds | — | $45K | $40K | 0.2% | |
| AMERICAN FUNDS 2020 TARGET R6 MUTUAL FUNDS | Mutual Funds | — | $31K | $30K | 0.1% | |
| BAIRD SHORT TERM BOND INSTL MUTUAL FUNDS | Other securities | — | $25K | $25K | 0.1% | |
| AMERICAN FUNDS 2025 TARGET R6 MUTUAL FUNDS | Mutual Funds | — | $20K | $20K | <0.1% | |
| AMERICAN FUNDS 2045 TARGET R6 MUTUAL FUNDS | Mutual Funds | — | $18K | $18K | <0.1% | |
| AMERICAN FUNDS 2035 TARGET R6 MUTUAL FUNDS | Mutual Funds | — | $10K | $9K | <0.1% | |
| AMERICAN FUNDS 2055 TARGET R6 MUTUAL FUNDS 186 AMERICAN FUNDS 2060 TARGET R6 MUTUAL FUNDS 186 AMERICAN FUNDS 2065 TARGET R6 MUTUAL FUNDS | Mutual Funds | — | $9K | $9K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| OVERLAND PARK, KS |
| CONSULTANT |
| $7K |
| — |
