Original filing (PDF)20250611112601NAL0013921955001

KAREN M BURNS DBA BOOKS AND PEOPLE

Name: KAREN M BURNS DBA BOOKS AND PEOPLE — KAREN M BURNS - BOOKS AND PEOPLE PS KEOUGH, Form 5500 (2024)
Creator: KAREN M BURNS DBA BOOKS AND PEOPLE

Form 5500

FILING_RECEIVED

KAREN M BURNS - BOOKS AND PEOPLE PS KEOUGH

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAREN M BURNS DBA BOOKS AND PEOPLE.

Plan sponsor

Name

KAREN M BURNS DBA BOOKS AND PEOPLE

DBA

BOOKS AND PEOPLE

EIN

04-3218347all filings

Address

471 PLEASANT STREET · BARRE, MA · 01005

Phone

(617) 285-6539

Industry

Professional & Technical Servicessee 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

2025-06-11

Pension benefit codes

2C · Money purchase (other than target benefit)

2E · Profit-sharing

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $2K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.