Original filing (PDF)20250630150544NAL0017461872001

BURKE FAMILY AGENCY, LLC

Name: BURKE FAMILY AGENCY, LLC — BURKE FAMILY AGENCY, LLC 401(K) PS PLAN, Form 5500 (2024)
Creator: BURKE FAMILY AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

BURKE FAMILY AGENCY, LLC 401(K) PS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURKE FAMILY AGENCY, LLC.

Plan sponsor

Name

BURKE FAMILY AGENCY, LLC

EIN

20-5803359

Address

385 STATE ROUTE 18 STE B · EAST BRUNSWICK, NJ · 08816

Phone

(732) 257-1122

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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