Original filing (PDF)20250612100434NAL0016390785001

THE BURKE FOUNDATION, INC.

Name: THE BURKE FOUNDATION, INC. — THE BURKE FOUNDATION 401(K) PLAN, Form 5500 (2024)
Creator: THE BURKE FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

THE BURKE FOUNDATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$530K

Net assets (EOY)

$530K

Plan health score

/ 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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BURKE FOUNDATION, INC..

Plan sponsor

Name

THE BURKE FOUNDATION, INC.

EIN

52-1632596

Address

188 NASSAU STREET · SUITE 2 · PRINCETON, NJ · 08542

Phone

(609) 759-2400

Industry

Educational 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

2025-06-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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