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THE BURNS COMPANY — THE BURNS COMPANY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250609180401NAL0024690096001
THE BURNS COMPANY
Form 5500-SF
FILING_RECEIVED
THE BURNS COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
14
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE BURNS COMPANY
.
Find decision makers
Plan sponsor
Name
THE BURNS COMPANY
EIN
27-0221080
Address
630 S. EL CAMINO REAL, SPACE B-6 · SAN CLEMENTE, CA · 92672
Phone
(949) 388-5928
Industry
Other Services (ex. Public Admin)
see 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
2025-06-09
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
ALLIANCE GARAGE DOORS, INC.
ALLIANCE GARAGE DOORS, INC. 401(K) PLAN
$1.6M · 6 participants
ESTATE MAINTENANCE, INC.
ESTATE MAINTENANCE, INC. 401(K) PROFIT SHARING PLAN
$1.6M · 36 participants
CONTEMPORARY WATERCRAFTERS, INC.
CONTEMPORARY WATERCRAFTERS, INC. 401(K) PLAN
$1.6M · 26 participants
THOMASVILLE RESTORATION
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QUALITY AIR CONDITIONING & SVC., LTD.
QACS 401(K) PROFIT SHARING PLAN
80
Knocking points off
58% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.6M · 5 participants
FIRST CHOICE GARAGE DOORS INC
FIRST CHOICE GARAGE DOORS INC 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 35 participants
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$125.0B
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
