Original filing (PDF)20250902133239NAL0008482931001

DUSTIN BURGESS INSURANCE GROUP, LLC

Name: DUSTIN BURGESS INSURANCE GROUP, LLC — DUSTIN BURGESS INSURANCE GROUP, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DUSTIN BURGESS INSURANCE GROUP, LLC

Form 5500-SF

FILING_RECEIVED

DUSTIN BURGESS INSURANCE GROUP, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$109K

Net assets (EOY)

$109K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

DUSTIN BURGESS INSURANCE GROUP, LLC

EIN

45-2993567all filings

Address

950 SOUTH SAWBURG AVENUE · ALLIANCE, OH · 44601

Phone

(330) 464-0247

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator