Burke Beverage 401(k) match, vesting and fees
What Burke Beverage's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Sikich Cpa LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,052 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Burke Beverage: employer contribution per participant | $2,186 | |
| Peer median | $2,091 |
| Burke Beverage: average balance | $142,680 | |
| Peer median | $87,400 |
| Burke Beverage: admin expenses ÷ assets | 0.24% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $22.2M at the end of plan year 2021 to $18.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 134 | $18.8M | $289K | $2,186 | 0.24% | Not published | Form 5500 ↗ |
| 2024 | 144 | $16.4M | $314K | $2,214 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 147 | $14.6M | $345K | $2,361 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 214 | $17.9M | $450K | $2,197 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 209 | $22.2M | $469K | $2,263 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Burke Beverage match 401(k) contributions?
The match terms for the Burke Beverage, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $289K in employer contributions, about $2,186 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Burke Beverage 401(k) match vested?
The vesting schedule for the Burke Beverage, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Burke Beverage 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Burke Beverage, Inc..
I left Burke Beverage. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Burke Beverage, Inc., (708) 688-2000) or the recordkeeper, Fidelity Investments Institutional. The Burke Beverage old 401(k) page lists the contacts from every plan filing. Find an old Burke Beverage 401(k)
Data from the public Form 5500 annual reports Burke Beverage filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Burke Beverage. Not financial advice. Report a correction · Methodology