· 2022–2024 · DOL EFAST2

BURGIO-COONEY RESOURCE COMPANY INC. — BURGIO COONEY & ASSOCIATES 401K PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250820105542NAL0001568227001

BURGIO-COONEY RESOURCE COMPANY INC.

Form 5500-SF

FILING_RECEIVED

BURGIO COONEY & ASSOCIATES 401K PLAN

401(k) retirement plan

Active participants

22

Accounts w/ balance

22

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan health score

87

/ 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

56

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURGIO-COONEY RESOURCE COMPANY INC..

Plan sponsor

Name

BURGIO-COONEY RESOURCE COMPANY INC.

EIN

43-1208486

Address

13665 EAST 42 TERRACE S · SUITE D · INDEPENDENCE, MO · 64055

Phone

(816) 353-3672

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-20

Pension benefit codes

2A · Age/service weighted or new comparability

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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