Burrell Communications Group, LL 401(k) match, vesting and fees
What Burrell Communications Group, LL'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 | Rockefeller Financial LLC | Schedule C ↗ |
| Independent auditor | Miller Cooper & Co Ltd. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Burrell Communications Group, LL: employer contribution per participant | $344 | |
| Peer median | $2,719 |
| Burrell Communications Group, LL: average balance | $71,461 | |
| Peer median | $85,424 |
| Burrell Communications Group, LL: admin expenses ÷ assets | 0.66% | |
| 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 $10.5M at the end of plan year 2021 to $8.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 129 | $8.9M | $43K | $344 | 0.66% | Not published | Form 5500 ↗ |
| 2024 | 153 | $8.9M | $56K | $390 | 0.54% | Not published | Form 5500 ↗ |
| 2023 | 160 | $8.9M | $44K | $415 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 156 | $8.1M | $49K | $457 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 137 | $10.5M | $48K | $477 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Burrell Communications Group, LL match 401(k) contributions?
The match terms for the Burrell Communications Group, LLC Profit Sharing/Tax-Sheltered have not been published from its filing yet. The plan year 2025 filing reports $43K in employer contributions, about $344 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Burrell Communications Group, LL 401(k) match vested?
The vesting schedule for the Burrell Communications Group, LLC Profit Sharing/Tax-Sheltered is not in the data published so far. Your Summary Plan Description states it.
Who manages the Burrell Communications Group, LL 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Rockefeller Financial LLC. The plan administrator is Burrell Communications Group, Ll.
I left Burrell Communications Group, LL. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Burrell Communications Group, Ll, (312) 843-8950) or the recordkeeper, Rockefeller Financial LLC. The Burrell Communications Group, LL old 401(k) page lists the contacts from every plan filing. Find an old Burrell Communications Group, LL 401(k)
Data from the public Form 5500 annual reports Burrell Communications Group, LL 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 Burrell Communications Group, LL. Not financial advice. Report a correction · Methodology