How big is Burkhart, Pizzanelli, P.C.'s plan?

Burkhart, Pizzanelli, P.C.'s plan reported $5.6M in assets and 18 participants for 2024.

Original filing (PDF)20250731100144NAL0006875248001

Burkhart, Pizzanelli, P.C.

Name: Burkhart, Pizzanelli, P.C. — Burkhart, Pizzanelli, Form 5500 (2024)
Creator: Burkhart, Pizzanelli, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burkhart, Pizzanelli, P.C. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Burkhart, Pizzanelli, P.C.'s Burkhart, Pizzanelli, P.C. 401(k) Profit Sharing Plan and Trust held $5.6M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan identifiers

Burkhart, Pizzanelli, P.C.'s EIN is 04-2929980.

EIN 04-2929980

Plan number 001

Plan year 2024

ACK ID 20250731100144NAL0006875248001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burkhart, Pizzanelli, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burkhart, Pizzanelli, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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