Employers › Burlington Coat Factory Warehouse › plan 002
Recordkeeping fees per participant · Burlington Stores Savings Plan · plan year 2024
$67.04
Higher than 74% of the 1,697 plans $250M to 1B that report it.
= $582,481 / 8,689
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250930125502NAL0005498691001, received 2025-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250930125502NAL0005498691001, received 2025-09-30
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-30.
Administrative expenses excluding investment management, per participant
$67.04
Higher than 50% of the 2,324 plans $250M to 1B that report it.
= $582,481 / 8,689
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250930125502NAL0005498691001, received 2025-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250930125502NAL0005498691001, received 2025-09-30
Administrative expenses per participant
$85.39
Higher than 48% of the 2,405 plans $250M to 1B that report it.
= $741,911 / 8,689
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250930125502NAL0005498691001, received 2025-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250930125502NAL0005498691001, received 2025-09-30
Administrative expenses as a share of assets
0.162%
Higher than 86% of the 2,407 plans $250M to 1B that report it.
= $741,911 / $456,982,407
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250930125502NAL0005498691001, received 2025-09-30
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250930125502NAL0005498691001, received 2025-09-30
Employer contributions per participant
$1,718
Higher than 20% of the 2,457 plans $250M to 1B that report it.
= $14,930,212 / 8,689
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250930125502NAL0005498691001, received 2025-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250930125502NAL0005498691001, received 2025-09-30
Employer share of total contributions
25.6%
Higher than 32% of the 2,459 plans $250M to 1B that report it.
= $14,930,212 / $58,363,085
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250930125502NAL0005498691001, received 2025-09-30
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250930125502NAL0005498691001, received 2025-09-30
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 3D IRS pre-approved plan · 3H controlled-group sponsor · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250930125502NAL0005498691001, received 2025-09-30
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BURLINGTON COAT FACTORY WAREHOUSE CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Plan name | BURLINGTON STORES SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Sponsor EIN / plan number | 22-1970303 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Sponsor location | BURLINGTON, NJ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Industry (business code) | 314000, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Filing received | 2025-09-30 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Participants, beginning of year | 60,651 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Active participants | 68,833 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Participants, end of year | 70,632 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Participants with an account balance | 8,689 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Total assets, beginning of year | $391,090,321 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Total assets, end of year | $456,982,407 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Net assets, end of year | $456,982,407 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Total income | $111,382,284 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Net income | $65,892,086 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Employer contributions | $14,930,212 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Participant contributions | $34,066,406 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Other contributions (incl. rollovers) | $9,366,467 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Total contributions | $58,363,085 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Benefit payments | $44,291,481 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Total expenses (incl. benefit payments) | $45,490,198 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Total administrative expenses | $741,911 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Recordkeeping fees | $582,481 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Investment advisory and management fees | $159,430 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Administrative expenses excluding investment management | $582,481 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Held in common/collective trusts | $38,421,411 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Held in mutual funds | $408,060,589 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250930125502NAL0005498691001, received 2025-09-30 |
| Independent auditor | BAKER TILLY US, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250930125502NAL0005498691001, received 2025-09-30 |
Position = column in the DOL layout for form year 2024. Filing 20250930125502NAL0005498691001, received 2025-09-30.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANYrecordkeeper | NONE | 64 Recordkeeping fees; 50 Direct payment from the plan; 37 Participant loan processing; 15 Recordkeeping and information management | $582,481 | yes |
| EMPOWER ADVISORY GROUP, LLC | NONE | 28 Investment management; 26 Investment advisory (participants); 50 Direct payment from the plan | $159,430 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250930125502NAL0005498691001, received 2025-09-30.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $391,090,321 | $456,982,407 | 16.8% |
| Participants with a balance | 8,457 | 8,689 | 2.7% |
| Administrative expenses | $458,000 | $741,911 | 62.0% |
| Recordkeeping fees per participant | $49.92 | $67.04 | 34.3% |
| Employer contributions | $14,313,920 | $14,930,212 | 4.3% |
Prior filing 20241104084448NAL0010610928001, received 2024-11-04; the plan years are contiguous.