Original filing (PDF)20250528115721NAL0006521425001

BURKE BOGART & BROWNELL INC

Name: BURKE BOGART & BROWNELL INC — BURKE, BOGART & BROWNELL, INC., 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BURKE BOGART & BROWNELL INC

Form 5500-SF

FILING_RECEIVED

BURKE, BOGART & BROWNELL, INC., 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

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 (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURKE BOGART & BROWNELL INC.

Plan sponsor

Name

BURKE BOGART & BROWNELL INC

EIN

59-1450160

Address

181 CRAWFORD BOULEVARD · BOCA RATON, FL · 33432

Phone

(561) 392-8888

Industry