Burlington Capital Pm Group Inc. 401(k) Plan: Login, Facts & Contact Information

Burlington Capital Pm Group Inc. 401(k) Plan Facts

Plan name
BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BURLINGTON CAPITAL PM GROUP INC.
Participants
341 (208 active employees)
Former employees with a balance
51
Plan assets
$4,257,529 at Dec 31, 2024
Average account balance
$20,178 across 211 accounts
Employer contributions
$196,451 in plan year 2024 (29% of all contributions)
Recordkeeper
Ascensus Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2005
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 22, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $680,003 went into the plan in contributions, $196,451 of it from the employer (29%).
  • $333,756 was paid out to participants.
  • Investment and other income added $512,533.
  • Administrative expenses were $15,172, about $72 per account.

How the Burlington Capital Pm Group Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019209$2.55 million$61,073$226,378
2020232$3.22 million$69,848$176,001
2021289$3.42 million$82,173$698,069
2022325$2.60 million$77,235$742,141
2023287$3.41 million$134,921$254,797
2024341$4.26 million$196,451$333,756

Burlington Capital Pm Group Inc. 401(k) Contact Information

Phone
402-930-3043
Mailing address
1004 FARNAM STREET SUITE 400, OMAHA NE 68102
Plan sponsor
BURLINGTON CAPITAL PM GROUP INC.
Employer identification number (EIN)
20-1740094
Plan number
001

Questions about the Burlington Capital Pm Group Inc. 401(k)

Does Burlington Capital Pm Group Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $196,451, 29% of all contributions.

Does the Burlington Capital Pm Group Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Burlington Capital Pm Group Inc 401(k) plan?

341 participants at the start of plan year 2024, 208 of them active employees, and 51 former employees who still had money in the plan.

What is the average 401(k) balance at Burlington Capital Pm Group Inc?

About $20,178 per account: $4.26 million in plan assets across 211 accounts with a balance at the end of plan year 2024.

Who manages the Burlington Capital Pm Group Inc 401(k) accounts?

Ascensus (listed on the filing as ASCENSUS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Burlington Capital Pm Group Inc. How do I access my 401(k)?

Your account stays with Ascensus after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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