Original filing (PDF)20250605142929NAL0009214803002

BURKART INSURANCE GROUP, LLC

Name: BURKART INSURANCE GROUP, LLC — BURKART INSURANCE GROUP, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BURKART INSURANCE GROUP, LLC

Form 5500-SF

FILING_RECEIVED

BURKART INSURANCE GROUP, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$502K

Net assets (EOY)

$502K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURKART INSURANCE GROUP, LLC.

Plan sponsor

Name

BURKART INSURANCE GROUP, LLC

EIN

26-2479850all filings

Address

3341 SOUTH BUSINESS DRIVE · SHEBOYGAN, WI · 53081

Phone

(866) 896-0281

Industry