Original filing (PDF)20250711103623NAL0017162018001

BURKE COSTANZA & CARBERRY LLP

Name: BURKE COSTANZA & CARBERRY LLP — BURKE COSTANZA & CARBERRY LLP EMPLOYEES' 401(K) SAVINGS AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BURKE COSTANZA & CARBERRY LLP

Form 5500-SF

FILING_RECEIVED

BURKE COSTANZA & CARBERRY LLP EMPLOYEES' 401(K) SAVINGS AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURKE COSTANZA & CARBERRY LLP.

Plan sponsor

Name

BURKE COSTANZA & CARBERRY LLP

EIN