How big is Burdette Smith BISH LLC's plan?

Burdette Smith BISH LLC's plan reported $8.8M in assets and 44 participants for 2024.

Original filing (PDF)20251014094200NAL0001188691001

Burdette Smith BISH LLC

Name: Burdette Smith BISH LLC — Burdette Smith & BISH LLC, Form 5500 (2024)
Creator: Burdette Smith BISH LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burdette Smith & BISH LLC 401(k) Plan

401(k) retirement plan · Burdette Smith BISH LLC's Burdette Smith & BISH LLC 401(k) Plan held $8.8M in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

Plan identifiers

Burdette Smith BISH LLC's EIN is 45-4037800.

EIN 45-4037800

Plan number 001

Plan year 2024

ACK ID 20251014094200NAL0001188691001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burdette Smith BISH LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burdette Smith BISH LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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 (85th percentile).

Plan sponsor

Name

BURDETTE SMITH BISH LLC

EIN

all filings

Address

4114 LEGATO ROAD · 5TH FLOOR · FAIRFAX, VA · 22033

Phone

(703) 591-5200

Industry

CPA Offices· Professional & Technical Services

Plan administrator