Original filing (PDF)20250715140020NAL0003097360001

BURNHAM STERLING & COMPANY LLC

Name: BURNHAM STERLING & COMPANY LLC — BURNHAM STERLING & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: BURNHAM STERLING & COMPANY LLC

Form 5500-SF

FILING_RECEIVED

BURNHAM STERLING & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURNHAM STERLING & COMPANY LLC.

Plan sponsor

Name

BURNHAM STERLING & COMPANY LLC

EIN

27-2512353

Address

29 RIVER RD · COS COB, CT · 068072745

Phone

(203) 862-4800

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

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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