How big is Burney Partners, LLC's plan?

Burney Partners, LLC's plan reported $8.3M in assets and 20 participants for 2024.

Original filing (PDF)20250721130827NAL0000607075001

Burney Partners, LLC

Name: Burney Partners, LLC — Burney Partners LLC 401(k), Form 5500 (2024)
Creator: Burney Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burney Partners LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Burney Partners, LLC's Burney Partners LLC 401(k) Profit Sharing Plan held $8.3M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

People on this filing

Evgeny Gushcha signed Burney Partners, LLC's 2024 Form 5500 as plan administrator.

Evgeny Gushcha — 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

Burney Partners, LLC's EIN is 20-3377971.

EIN 20-3377971

Plan number 001

Plan year 2024

ACK ID 20250721130827NAL0000607075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burney Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burney Partners, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURNEY PARTNERS, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score