Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 19 in 2023
Providers › Burke Group
Burke Group
- Service provider, as named on Schedule C
- EIN 800688755
- Plan year 2024
- Direct compensation reported $1,294,268
Assets of those plans
$458,342,290
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
16
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,294,268
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 16 |
| 64 | Recordkeeping fees | 12 |
| 70 | Consulting fees | 7 |
| 16 | Consulting (general) | 5 |
| 65 | Account maintenance fees | 4 |
| 38 | Participant communication | 4 |
| 27 | Investment advisory (plan) | 4 |
| 15 | Recordkeeping and information management | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Bryn Mawr Medical Specialists Association Profit Sharing Planrecordkeeper | Bryn Mawr Medical Specialists Association | $139,993,217 | 365 | $203,616 |
| Woods Oviatt Gilman, LLP 401(k) Planrecordkeeper | Woods Oviatt Gilman | $61,776,770 | 253 | $93,007 |
| O'connell Electric Company, Inc. 401(k) Profit Sharing Planrecordkeeper | O'connell Electric | $57,574,664 | 271 | $49,721 |
| Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Planrecordkeeper | Catholic Charities of the Diocese of Rochester | $30,353,071 | 766 | $127,209 |
| Seal & Design, Inc. 401(k) Profit Sharing Planrecordkeeper | Seal and Design | $25,763,668 | 207 | $38,679 |
| Person Centered Services Care Coordination Organization LLC 401(k) Planrecordkeeper | Person Centered Services Care Coordination Organization | $20,631,810 | 693 | $137,268 |
| Delmonte Hotel Group 401(k) Planrecordkeeper | E.J. Del Monte | $16,055,361 | 708 | $71,754 |
| New Directions Youth and Family Services 401(k) Profit Sharing Plan & Trustrecordkeeper | New Directions Youth and Family Services | $15,689,509 | 681 | $42,300 |
| The Church Home of the Protestant Episcopal Employees' Retirement Planrecordkeeper | Church Home of the Protestant Episcopal Church | $14,058,905 | 947 | $193,009 |
| Mcalpin Industries, Inc. Employees' Savings and Profit Sharing Planrecordkeeper | Mcalpin Industries | $13,613,348 | 207 | $58,415 |
| Elmwood Dental Group, P.C. Profit Sharing 401(k) Planrecordkeeper | Elmwood Dental Group - Implant and Restoration | $13,431,233 | 154 | $14,910 |
| Dixon/schwabl Advertising, Inc. 401(k) and Profit Sharing Planrecordkeeper | Dixon/schwabl Advertising | $13,161,788 | 120 | $60,332 |
| Planned Parenthood of Central and Western NY, Inc. 401(k) Planrecordkeeper | Planned Parenthood of Central and Western New York | $11,855,048 | 304 | $19,870 |
| ST. James Hospital 401(k) Planrecordkeeper | ST. James Hospital | $9,257,836 | 365 | $80,557 |
| Catholic Charities of the Diocese of Rochester, Inc. 403(b) Planrecordkeeper | Catholic Charities of the Diocese of Rochester | $7,815,793 | 1,115 | $83,911 |
| American Turned Products Retirement Savings Planrecordkeeper | American Turned Products | $7,310,269 | 73 | $19,710 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.