How big is Burdette, Koehler, Murphy & Assoc.'s plan?

Burdette, Koehler, Murphy & Assoc.'s plan reported $15.3M in assets and 100 participants for 2024.

Original filing (PDF)20250703082827NAL0000126723001

Burdette, Koehler, Murphy & Assoc.

Name: Burdette, Koehler, Murphy & Assoc. — Burdette, Form 5500 (2024)
Creator: Burdette, Koehler, Murphy & Assoc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burdette, Koehler, Murphy 401(k) Profit Sharing Plan

401(k) retirement plan · Burdette, Koehler, Murphy & Assoc.'s Burdette, Koehler, Murphy 401(k) Profit Sharing Plan held $15.3M in plan assets for 100 participants in 2024.

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

People on this filing

Taylor Sturm signed Burdette, Koehler, Murphy & Assoc.'s 2024 Form 5500 as plan administrator.

Taylor Sturm — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Burdette, Koehler, Murphy & Assoc.'s EIN is 52-1372311.

EIN 52-1372311

Plan number 002

Plan year 2024

ACK ID 20250703082827NAL0000126723001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burdette, Koehler, Murphy & Assoc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burdette, Koehler, Murphy & Assoc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score