Burnham Holdings 401(k) match, vesting and fees
What Burnham Holdings' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Rkl LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 108 defined-contribution plans in management of companies and enterprises with 500 to 999 participants.
| Burnham Holdings: employer contribution per participant | $2,008 | |
| Peer median | $2,042 |
| Burnham Holdings: average balance | $126,937 | |
| Peer median | $78,282 |
| Burnham Holdings: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.22% |
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 $65.9M at the end of plan year 2021 to $67M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 552 | $67M | $1.1M | $2,008 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 659 | $61.1M | $1M | $1,605 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 672 | $53.8M | $814K | $1,326 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 650 | $65.9M | $764K | $1,255 | 0.08% | Not published | Form 5500 ↗ |
Other Burnham Holdings plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Burnham Holdings, Inc. Savings Plan B
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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Rkl LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Retirement Plan for Employees of the Burnham Group
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 | Conrad Siegel | Schedule C ↗ |
| Independent auditor | Rkl LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Burnham Holdings match 401(k) contributions?
The match terms for the Burnham Holdings, Inc. Savings Plan a have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $2,008 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Burnham Holdings 401(k) match vested?
The vesting schedule for the Burnham Holdings, Inc. Savings Plan a is not in the data published so far. Your Summary Plan Description states it.
Who manages the Burnham Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Burnham Holdings, Inc..
I left Burnham Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Burnham Holdings, Inc., (717) 390-7812) or the recordkeeper, Principal Life Insurance Company. The Burnham Holdings old 401(k) page lists the contacts from every plan filing. Find an old Burnham Holdings 401(k)
Data from the public Form 5500 annual reports Burnham Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Burnham Holdings. Not financial advice. Report a correction · Methodology