How big is BURT Associates Incorporated's plan?

BURT Associates Incorporated's plan reported $7.9M in assets and 14 participants for 2024.

Original filing (PDF)20250804071414NAL0001076051001

BURT Associates Incorporated

Name: BURT Associates Incorporated — BURT Associates, Form 5500 (2024)
Creator: BURT Associates Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BURT Associates Incorporated 401(k) Profit Sharing Plan

401(k) retirement plan · BURT Associates Incorporated's BURT Associates Incorporated 401(k) Profit Sharing Plan held $7.9M in plan assets for 14 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan identifiers

BURT Associates Incorporated's EIN is 52-0957343.

EIN 52-0957343

Plan number 003

Plan year 2024

ACK ID 20250804071414NAL0001076051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BURT Associates Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BURT Associates Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURT ASSOCIATES INCORPORATED.

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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