How big is Burke & LAMB PC's plan?

Burke & LAMB PC's plan reported $4.2M in assets and 9 participants for 2025.

Original filing (PDF)20260430141405NAL0000017889001

Burke & LAMB PC

Name: Burke & LAMB PC — Burke & LAMB PC 401(k) Profit, Form 5500 (2025)
Creator: Burke & LAMB PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burke & LAMB PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Burke & LAMB PC's Burke & LAMB PC 401(k) Profit Sharing Plan & Trust held $4.2M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

ALAN R Riendeau signed Burke & LAMB PC's 2025 Form 5500 as plan administrator.

ALAN R Riendeau — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Burke & LAMB PC's EIN is 04-3496650.

EIN 04-3496650

Plan number 001

Plan year 2025

ACK ID 20260430141405NAL0000017889001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Burke & LAMB PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Burke & LAMB PC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURKE & LAMB PC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

BURKE & LAMB PC

EIN

all filings

Address

300 UNION ST · NEW BEDFORD, MA · 027406030

Phone

(508) 984-4800

Industry

CPA Offices· Professional & Technical Services

Plan administrator