· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BURKHART, PIZZANELLI, P.C. — BURKHART, PIZZANELLI, P.C. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250731100144NAL0006875248001
BURKHART, PIZZANELLI, P.C.
Form 5500-SF
FILING_RECEIVED
BURKHART, PIZZANELLI, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
18
Accounts w/ balance
22
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BURKHART, PIZZANELLI, P.C.
.
Find decision makers
Plan sponsor
Name
BURKHART, PIZZANELLI, P.C.
EIN
04-2929980
Address
201 PARK AVENUE, SUITE 2 · WEST SPRINGFIELD, MA · 01089
Phone
(413) 734-9040
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
DEROSE CHILDRENS DENTAL OFFICE, S.C.
DEROSE CHILDREN'S DENTAL OFFICE S.C. PROFIT-SHARING PLAN
$5.6M · 5 participants
BERGEN'S GREENHOUSES, INC.
BERGENS GREENHOUSES INC SAFE HARBOR 401K PSP
$5.6M · 37 participants
BRILLIANT WORLDWIDE, INC.
BRILLIANT WORLDWIDE 401(K) PLAN
$5.6M · 79 participants
BIDWELL CONSULTING SERVICES, INC.
BIDWELL CONSULTING SERVICES, INC. 401(K) PROFIT SHARING PLAN
$5.6M · 30 participants
ENERGY SPECTRUM, INC.
ENERGY SPECTRUM, INC. RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$5.6M · 20 participants
SCIOME, LLC
SCIOME LLC 401(K) PLAN
$5.7M · 24 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
