· 2022–2024 · DOL EFAST2

William A. M. Burden & Co., L.P. — Retirement Income, Form 5500 (2025)

Original filing (PDF)20260623102035NAL0005458339001

William A. M. Burden & Co., L.P.

Form 5500-SF

FILING_RECEIVED

Retirement Income Plan for Employees of William A. M. Burden & Co., L.P. and Burden Investors Services, Inc.

Defined-benefit pension plan · William A. M. Burden & Co., L.P.'s Retirement Income Plan for Employees of William A. M. Burden & Co., L.P. and Burden Investors Services, Inc. reported $152K in plan assets in 2025.

Active participants

0

Accounts w/ balance

—

Plan assets (EOY)

$152K

Net assets (EOY)

$152K

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

75

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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 WILLIAM A. M. BURDEN & CO., L.P..

Plan sponsor

Name

WILLIAM A. M. BURDEN & CO., L.P.

EIN

13-1672613all filings

Address

600 THIRD AVENUE · 2ND FLOOR · NEW YORK, NY · 10016

Phone

(212) 872-1100

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-23

Pension benefit codes

1I · Frozen plan — no new benefit accrual

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.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Art Finance Partners LLC

Art Finance Partners LLC 401(k) Profit Sharing Plan & Trust

$152K · 2 participants

Buffalo First Wealth Management, LLC

Buffalo First Wealth Management, LLC Retirement Plan

$152K · 2 participants

Compass Investment Advisors LLC

Compass Investment Advisors LLC 401(k) Profit Sharing Plan and T

$152K · 2 participants

GAM Corp. 401(k) Plan

$152K · 1 participants

Classic Financial & Investment Services, Inc.

Classic Financial & Investment Services, Inc. 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.