· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LAW OFFICES OF JULIA E. BURT APC — BURT APC, JULIA E., LAW OFFICES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250728105330NAL0002067072001
LAW OFFICES OF JULIA E. BURT APC
Form 5500-SF
FILING_RECEIVED
BURT APC, JULIA E., LAW OFFICES 401(K) PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
15
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LAW OFFICES OF JULIA E. BURT APC
.
Find decision makers
Plan sponsor
Name
LAW OFFICES OF JULIA E. BURT APC
EIN
20-4259472
Address
74-175 EL PASEO · PALM DESERT, CA · 92260
Phone
(760) 340-0034
Industry
Law Offices
· Professional & Technical Services
see 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
2025-07-28
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
ARNOLD & KADJAN LLP
ARNOLD & KADJAN LLP 401(K)
$1.3M · 10 participants
JOHNSON & TAYLOR, LLC
JOHNSON & TAYLOR, LLC 401(K) PLAN
$1.3M · 14 participants
ORIN J. COHEN, ESQ. PLLC
ORIN J. COHEN, ESQ. PLLC CASH BALANCE PLAN
$1.3M · 1 participants
FINN LAW GROUP PA
FINN LAW GROUP PA 401(K) PROFIT SHARING PLAN AND TRUST
$1.3M · 20 participants
THE LAW OFFICES OF ANTHONY S. CANNATELLA
THE LAW OFFICES OF ANTHONY S. CANNATELLA 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.3M · 12 participants
DUNNING, KIRRANE, MCNICHOLS & GARNER LLP
DUNNING, KIRRANE, MCNICHOLS & GARNER LLP 401(K) PLAN
$1.3M · 14 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
