How big is Robert G. Burkhardt & Associates, Inc.'s plan?

Robert G. Burkhardt & Associates, Inc.'s plan reported $1.9M in assets and 4 participants for 2023.

Original filing (PDF)20250121145316NAL0005438560001

Robert G. Burkhardt & Associates, Inc.

Name: Robert G. Burkhardt & Associates, Inc. — Form 5500 Plan 001 (2023)
Creator: Robert G. Burkhardt & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert G.Burkhardt & Associates Profit Sharing Plan

401(k) retirement plan · Robert G. Burkhardt & Associates, Inc.'s Robert G.Burkhardt & Associates Profit Sharing Plan held $1.9M in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Kelli Sullivan Alvarez signed Robert G. Burkhardt & Associates, Inc.'s 2023 Form 5500 as plan administrator.

Kelli Sullivan Alvarez — 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

Robert G. Burkhardt & Associates, Inc.'s EIN is 36-2518656.

EIN 36-2518656

Plan number 001

Plan year 2023

ACK ID 20250121145316NAL0005438560001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Robert G. Burkhardt & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Robert G. Burkhardt & Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT G. BURKHARDT & ASSOCIATES, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ROBERT G. BURKHARDT & ASSOCIATES, INC.

EIN

all filings

Address

200 SOUTH MICHIGAN AVENUE · SUITE 210 · CHICAGO, IL · 60601

Phone

(312) 341-9292

Industry

Engineering Services· Professional & Technical Services

Plan administrator