How big is Stacey E. Burke PC's plan?

Stacey E. Burke PC's plan reported $470K in assets and 9 participants for 2024.

Original filing (PDF)20250621052211NAL0002697907001

Stacey E. Burke PC

Name: Stacey E. Burke PC — Form 5500 (2024)
Creator: Stacey E. Burke PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stacey E. Burke PC

401(k) retirement plan · Stacey E. Burke PC held $470K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

People on this filing

LISA Hopkins signed Stacey E. Burke PC's 2024 Form 5500 as plan administrator.

LISA Hopkins — 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

Stacey E. Burke PC's EIN is 27-3152815.

EIN 27-3152815

Plan number 001

Plan year 2024

ACK ID 20250621052211NAL0002697907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stacey E. Burke PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stacey E. Burke PC'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 STACEY E. BURKE PC.

Finding similar companies…

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.

Plan sponsor

Name

STACEY E. BURKE PC

EIN

all filings

Address

448 W 19TH ST, #1010 · HOUSTON, TX · 77008

Phone

(713) 714-8446

Industry

Professional & Technical Services

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

2025-06-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

CAPS LOCK, Inc.

CAPS LOCK, Inc. 401(k) Plan

$470K · 9 participants

Pitchblend, LLC

Pitchblend 401(k) Plan

$469K · 8 participants

Viking Social Agency

Viking Social Agency 401(k) Plan

$470K · 11 participants

Mocentric, Inc.

Mocentric, Inc. 401(k)

$469K · 3 participants

Parlee Stumpf

Parlee Stumpf 401(k) Profit Sharing Plan

$469K

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.