How big is Burdette Management, Inc.'s plan?

Burdette Management, Inc.'s plan reported $331K in assets and 142 participants for 2024.

Original filing (PDF)20250819122131NAL0003780112001

Burdette Management, Inc.

Name: Burdette Management, Inc. — Burdette Management, Form 5500 (2024)
Creator: Burdette Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burdette Management, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Burdette Management, Inc.'s Burdette Management, Inc. 401(k) Profit Sharing Plan held $331K in plan assets for 142 participants in 2024.

Signals · 1

No auditor on file

Active participants

142

Accounts w/ balance

Plan assets (EOY)

$331K

Net assets (EOY)

$331K

Plan identifiers

Burdette Management, Inc.'s EIN is 31-1934333.

EIN 31-1934333

Plan number 001

Plan year 2024

ACK ID 20250819122131NAL0003780112001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burdette Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burdette Management, Inc.'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 BURDETTE MANAGEMENT, INC..

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score