Original filing (PDF)20260625135643NAL0010877696001

White + Burke Real Estate Advisors, Inc.

Name: White + Burke Real Estate Advisors, Inc. — Form 5500 Plan 001 (2025)
Creator: White + Burke Real Estate Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White + Burke Real Estate Advisors, Inc. 401(k) Retirement Plan

401(k) retirement plan · White + Burke Real Estate Advisors, Inc.'s White + Burke Real Estate Advisors, Inc. 401(k) Retirement Plan held $1.3M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITE + BURKE REAL ESTATE ADVISORS, INC..

Plan sponsor

Name

WHITE + BURKE REAL ESTATE ADVISORS, INC.

EIN

03-0336368all filings

Address

38 SOUTHCREST DR. · BURLINGTON, VT · 05401

Phone

(802) 862-1225

Industry

Real Estate

Plan administrator