Department of Labor filing

BURLINGTON CAPITAL PM GROUP INC.

BURLINGTON CAPITAL PM GROUP, INC 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Aug 22, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

45filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$944

Reported employer contributions per active participant.

Higher than about 30% of comparable plans

#People in the filing

208

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$44 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 81% of comparable plans

↗Investment performance

Not available

Plan assets changed 24.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202445out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions30th percentileTypical peer $1,592 · based on 804 comparable plans

Lower reported administrative expense81st percentileTypical peer $147 · based on 831 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BURLINGTON CAPITAL PM GROUP INC. reported $196,451 in employer contributions across the plan and 208 active participants. That works out to $944 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy80%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 144.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 19.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context45/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $196,451
Participant contributions: $483,552
Other contributions: Not reported
Employer share of reported contributions: 28.9%
Beginning assets: $3,413,921
Ending assets: $4,257,529
Ending net assets: $4,257,529
Ending liabilities: $0
Total income: $1,192,536
Total expenses: $348,928
Administrative expenses: $15,172
Participant loans: $153,786

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$386

2023

$613

2024

$944

Plan-paid administrative expenses per participant

2022

$37

2023

$27

2024

$44

Active participants

2022

200

2023

220

2024

208

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$944	208	4.3M	20250822095736NAL0005173537001
2023	$613	220	3.4M	20241002162802NAL0015596288001
2022	$386	200	2.6M	20231004142603NAL0027258912001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 3.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 201740094-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2005
Industry: Real estate
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2S2E3D2G2J2K2F2T3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
PRIME CAPITAL INVESTMENT ADV.	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250822095736NAL0005173537001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗