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Original filing (PDF)20251015100823NAL0005755776001
BURWELL MATERIAL HANDLING LLC
Form 5500-SF
FILING_RECEIVED
BURWELL MATERIAL HANDLING LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
414
Accounts w/ balance
414
Plan assets (EOY)
$16.6M
Net assets (EOY)
$16.6M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURWELL MATERIAL HANDLING LLC.
Plan sponsor
Name
BURWELL MATERIAL HANDLING LLC
EIN
93-2995133
Address
150 E. 4TH PLACE, SUITE 900 · SIOUX FALLS, SD · 571045068
Phone
(918) 524-6319
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-11-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
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