How big is Burleson & Company LLC's plan?

Burleson & Company LLC's plan reported $1.0M in assets and 1 participants for 2024.

Original filing (PDF)20250615201723NAL0000459809001

Burleson & Company LLC

Name: Burleson & Company LLC — Burleson & Company, LLC, Form 5500 (2024)
Creator: Burleson & Company LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burleson & Company, LLC Retirement Plan

Defined-benefit pension plan · Burleson & Company LLC's Burleson & Company, LLC Retirement Plan held $1.0M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Burleson & Company LLC's EIN is 20-1160877.

EIN 20-1160877

Plan number 002

Plan year 2024

ACK ID 20250615201723NAL0000459809001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burleson & Company LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burleson & Company LLC's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURLESON & COMPANY LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off