Original filing (PDF)20251003091846NAL0001999472001

BRANDON BURKE INSURANCE & FINANCIAL SERVICES

Name: BRANDON BURKE INSURANCE & FINANCIAL SERVICES — BRANDON BURKE INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: BRANDON BURKE INSURANCE & FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

BRANDON BURKE INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$108K

Net assets (EOY)

$108K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRANDON BURKE INSURANCE & FINANCIAL SERVICES.

Plan sponsor

Name

BRANDON BURKE INSURANCE & FINANCIAL SERVICES

EIN

20-8143413all filings

Address

2 SHORTER AVE NW · ROME, GA · 30165

Phone

(706) 235-8891

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator