How big is Burnham Harbor Private Wealth's plan?

Burnham Harbor Private Wealth's plan reported $2.5M in assets and 7 participants for 2024.

Original filing (PDF)20250710145916NAL0005650321001

Burnham Harbor Private Wealth

Name: Burnham Harbor Private Wealth — Burnham Harbor, Form 5500 (2024)
Creator: Burnham Harbor Private Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burnham Harbor Private Wealth Retirement Plan

401(k) retirement plan · Burnham Harbor Private Wealth's Burnham Harbor Private Wealth Retirement Plan held $2.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

David Holtkmap signed Burnham Harbor Private Wealth's 2024 Form 5500 as plan administrator.

David Holtkmap — 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

Burnham Harbor Private Wealth's EIN is 36-2957364.

EIN 36-2957364

Plan number 001

Plan year 2024

ACK ID 20250710145916NAL0005650321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burnham Harbor Private Wealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burnham Harbor Private Wealth's plan includes automatic enrollment, 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 BURNHAM HARBOR PRIVATE WEALTH.

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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