Burke & Herbert Bank & Trust Company Retirement Plan
Sponsored by Burke & Herbert Bank & Trust Company · EIN 540155785 · Plan #001
- Total assets
- $30.6M
- Net assets
- $30.6M
- Active participants
- 57
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Conrad Siegel Investment Advisors, Inc. CRD 123560 | deterministic · 100% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Conrad Siegel | Actuarial, Recordkeeping, Consulting (pension) | $50,022 |
| Vanguard Advisors Inc. | Direct payment from the plan, Investment management fees (direct) | $32,309 |
| Conrad Siegel Investment Advisors | Investment advisory (plan), Participant communication, Investment management fees (direct) | $28,151 |
| Blackrock Inc | Investment management, Investment management fees (indirect) | $10,022 |
| Charles Schwab & Co | Custodial (securities), Trustee (institutional), Direct payment from the plan | $8,719 |
| The Vanguard Group | Trustee (institutional), Investment advisory (plan), Investment management | $4,148 |
| Vanguard Fiduciary Trust Company | Recordkeeping, Trustee (institutional), Direct payment from the plan | $3,492 |