How big is JILL E. Burton & Associates, PLLC's plan?

JILL E. Burton & Associates, PLLC's plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20250717175042NAL0001318066001

JILL E. Burton & Associates, PLLC

Name: JILL E. Burton & Associates, PLLC — JILL E. Burton &, Form 5500 (2024)
Creator: JILL E. Burton & Associates, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JILL E. Burton & Associates, PLLC 401(k) Plan

401(k) retirement plan · JILL E. Burton & Associates, PLLC's JILL E. Burton & Associates, PLLC 401(k) Plan held $1.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

JILL E. Burton & Associates, PLLC's EIN is 26-2804372.

EIN 26-2804372

Plan number 001

Plan year 2024

ACK ID 20250717175042NAL0001318066001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JILL E. Burton & Associates, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JILL E. Burton & Associates, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JILL E. BURTON & ASSOCIATES, PLLC.

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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