How big is The Burtner Group, LLC's plan?

The Burtner Group, LLC's plan reported $148 in assets and 8 participants for 2024.

Original filing (PDF)20251002110907NAL0001035314001

The Burtner Group, LLC

Name: The Burtner Group, LLC — The Burtner Group, LLC, Form 5500 (2024)
Creator: The Burtner Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Burtner Group, LLC 401(k) & PS

401(k) retirement plan · The Burtner Group, LLC's The Burtner Group, LLC 401(k) & PS held $148 in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$148

Net assets (EOY)

$148

People on this filing

Cecilia Burtner signed The Burtner Group, LLC's 2024 Form 5500 as plan administrator.

Cecilia Burtner — 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

The Burtner Group, LLC's EIN is 20-8485310.

EIN 20-8485310

Plan number 001

Plan year 2024

ACK ID 20251002110907NAL0001035314001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Burtner Group, 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 THE BURTNER GROUP, 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