Original filing (PDF)20250318081506NAL0003071745001

THE BURGESS GROUP, LLC

Name: THE BURGESS GROUP, LLC — GREGORY BURGESS 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: THE BURGESS GROUP, LLC

Form 5500

FILING_RECEIVED

GREGORY BURGESS 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

Late filing · 39.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 39.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BURGESS GROUP, LLC.

Plan sponsor

Name

THE BURGESS GROUP, LLC

EIN

36-4274678

Address

1701 DUKE STREET 3RD FL · SUITE 300 · ALEXANDRIA, VA · 22314

Phone

(703) 894-1800

Industry

Software Publishers· Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-01-29

Filed

2025-03-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
INV STABLE VALUE RETIRE FD 1 INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001	Common Collective Trust	$0	—

1–1 of 1

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