Original filing (PDF)20250210112025NAL0018099233001

BURGESS LAW FIRM, P.C.

Name: BURGESS LAW FIRM, P.C. — BURGESS LAW FIRM, P.C. RETIREMENT PLAN, Form 5500 (2024)
Creator: BURGESS LAW FIRM, P.C.

Form 5500-SF

FILING_RECEIVED

BURGESS LAW FIRM, P.C. RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$769K

Net assets (EOY)

$769K

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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURGESS LAW FIRM, P.C..

Plan sponsor

Name

BURGESS LAW FIRM, P.C.

EIN

20-1868010all filings

Address

4505 MADISON AVE STE 200 · KANSAS CITY, MO · 641113509

Phone

(816) 471-1700

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