How big is Burkhalter Kessler Clement & GEO's plan?

Burkhalter Kessler Clement & GEO's plan reported $12.8M in assets and 26 participants for 2024.

Original filing (PDF)20250605055743NAL0031858658001

Burkhalter Kessler Clement & GEO

Name: Burkhalter Kessler Clement & GEO — Burkhalter, Form 5500 (2024)
Creator: Burkhalter Kessler Clement & GEO
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burkhalter Kessler Clement & George, LLP 401(k) Profit Sharin

401(k) retirement plan · Burkhalter Kessler Clement & GEO's Burkhalter Kessler Clement & George, LLP 401(k) Profit Sharin held $12.8M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.8M

Net assets (EOY)

$12.8M

People on this filing

Christopher Mejia signed Burkhalter Kessler Clement & GEO's 2024 Form 5500 as plan administrator.

Christopher Mejia — 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

Burkhalter Kessler Clement & GEO's EIN is 33-0978221.

EIN 33-0978221

Plan number 001

Plan year 2024

ACK ID 20250605055743NAL0031858658001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burkhalter Kessler Clement & GEO from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burkhalter Kessler Clement & GEO's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURKHALTER KESSLER CLEMENT & GEO.

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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

Helping the score