How big is Burnham USA Equities, Inc.'s plan?

Burnham USA Equities, Inc.'s plan reported $1.4M in assets and 11 participants for 2025.

Original filing (PDF)20260316131539NAL0001082691001

Burnham USA Equities, Inc.

Name: Burnham USA Equities, Inc. — Burnham USA Equities, Form 5500 (2025)
Creator: Burnham USA Equities, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burnham USA Equities, Inc. 401-K Plan

401(k) retirement plan · Burnham USA Equities, Inc.'s Burnham USA Equities, Inc. 401-K Plan held $1.4M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Burnham USA Equities, Inc.'s EIN is 33-0354613.

EIN 33-0354613

Plan number 001

Plan year 2025

ACK ID 20260316131539NAL0001082691001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Burnham USA Equities, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Burnham USA Equities, 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 BURNHAM USA EQUITIES, INC..

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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

Knocking points off