How big is Burgher Haggard, LLC's plan?

Burgher Haggard, LLC's plan reported $2.5M in assets and 55 participants for 2024.

Original filing (PDF)20250424163622NAL0016082162001

Burgher Haggard, LLC

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

Form 5500-SF

FILING_RECEIVED

Burgher Haggard 401(k) Plan

401(k) retirement plan · Burgher Haggard, LLC's Burgher Haggard 401(k) Plan held $2.5M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Jack Klemm signed Burgher Haggard, LLC's 2024 Form 5500 as plan administrator.

Jack Klemm — 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

Burgher Haggard, LLC's EIN is 20-5109376.

EIN 20-5109376

Plan number 001

Plan year 2024

ACK ID 20250424163622NAL0016082162001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Burgher Haggard, LLC's plan includes profit-sharing, a 401(k) feature, 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 BURGHER HAGGARD, LLC.

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Plan health score

Above-average plan

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

Knocking points off