Burke & Herbert Bank & Trust Company Investment And Savings Plan
Sponsored by Burke & Herbert Bank · EIN 540155785 · Plan #002
- Total assets
- $67.5M
- Net assets
- $67.5M
- Active participants
- 352
- With balances
- 508
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Institutional Investment Consulting CRD 168705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $20,332 |
| Institutional Investment Consultin | Investment advisory (plan) | $20,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$24,988 |