How big is BURK & Associates' plan?

BURK & Associates' plan reported $2.0M in assets and 17 participants for 2024.

Original filing (PDF)20250718133639NAL0002796784001

BURK & Associates

Name: BURK & Associates — BURK & Associates 401(k) Plan, Form 5500 (2024)
Creator: BURK & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BURK & Associates 401(k) Plan

401(k) retirement plan · BURK & Associates' BURK & Associates 401(k) Plan held $2.0M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Tammy Julian signed BURK & Associates' 2024 Form 5500 as plan administrator.

Tammy Julian — 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

BURK & Associates' EIN is 54-1611612.

EIN 54-1611612

Plan number 001

Plan year 2024

ACK ID 20250718133639NAL0002796784001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BURK & Associates' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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

Knocking points off