Burke, Williams & Sorensen 401(k) match, vesting and fees
What Burke, Williams & Sorensen'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 | Holthouse, Carlin, Van Trigt, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Burke, Williams & Sorensen: employer contribution per participant | $1,473 | |
| Peer median | $2,521 |
| Burke, Williams & Sorensen: average balance | $234,830 | |
| Peer median | $75,833 |
| Burke, Williams & Sorensen: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.27% |
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 $27.4M at the end of plan year 2021 to $39M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 203 | $39M | $245K | $1,473 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 173 | $32.5M | $240K | $1,502 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 147 | $27.9M | $193K | $1,369 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 145 | $27.4M | $178K | $1,308 | 0.14% | Not published | Form 5500 ↗ |
Other Burke, Williams & Sorensen plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan
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 | Hotlhouse Carlin & Van Tright LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Burke Williams & Sorensen LLP Defined Benefit Pension Plan
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.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Burke, Williams & Sorensen, LLP Associate Defined Benefit Pension Plan
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.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Burke, Williams & Sorensen match 401(k) contributions?
The match terms for the Burke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $245K in employer contributions, about $1,473 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Burke, Williams & Sorensen 401(k) match vested?
The vesting schedule for the Burke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Burke, Williams & Sorensen 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Burke, Williams & Sorensen, LLP.
I left Burke, Williams & Sorensen. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Burke, Williams & Sorensen, LLP, (213) 236-0600) or the recordkeeper, Fidelity Investments Institutional. The Burke, Williams & Sorensen old 401(k) page lists the contacts from every plan filing. Find an old Burke, Williams & Sorensen 401(k)
Data from the public Form 5500 annual reports Burke, Williams & Sorensen 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, Williams & Sorensen. Not financial advice. Report a correction · Methodology