BURR INSURANCE AGENCY, INC. PROFIT SHARI — BURR INSURANCE AGENCY INC. PROFIT SHARING PLAN 40 SOUTHBRIDGE STREET, SUITE 215 WORCESTER, MA 01608, Form 5500 (2023) | Form 5500 Search
BURR INSURANCE AGENCY INC. PROFIT SHARING PLAN 40 SOUTHBRIDGE STREET, SUITE 215 WORCESTER, MA 01608
Defined-contribution retirement plan
Signals · 1
High average account balance
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
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
78
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURR INSURANCE AGENCY, INC. PROFIT SHARI.
Plan sponsor
Name
BURR INSURANCE AGENCY, INC. PROFIT SHARI
EIN
04-2843945
Address
40 SOUTHBRIDGE STREET, SUITE 215 · WORCESTER, MA · 01608
Phone
(508) 753-4784
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-03-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
