How big is Burney Partners, LLC's plan?

Burney Partners, LLC's plan reported $2.7M in assets and 18 participants for 2024.

Original filing (PDF)20250721093350NAL0000551683001

Burney Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Burney Partners, LLC Cash Balance Plan

Defined-benefit pension plan · Burney Partners, LLC's Burney Partners, LLC Cash Balance Plan held $2.7M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

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

Yevgeniy 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 002

Plan year 2024

ACK ID 20250721093350NAL0000551683001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score