· 2022–2024 · DOL EFAST2

TONIO BURGOS AND ASSOCIATES INC — TONIO BURGOS AND ASSOCIATES INC EXECUTIVE 401K PLAN, Form 5500 (2024)

Original filing (PDF)20250630152840NAL0011967105001

TONIO BURGOS AND ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

TONIO BURGOS AND ASSOCIATES INC EXECUTIVE 401K PLAN

401(k) retirement plan

Active participants

4

Accounts w/ balance

3

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

Plan health score

Above-average plan

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

42

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TONIO BURGOS AND ASSOCIATES INC.

Plan sponsor

Name

TONIO BURGOS AND ASSOCIATES INC

EIN

13-3552038

Address

115 BROADWAY SUITE 1504 · NEW YORK, NY · 10006

Phone

(212) 566-5600

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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