Original filing (PDF)20250412220619NAL0025728945047

BURTON & CO., P.A., C.P.A.

Name: BURTON & CO., P.A., C.P.A. — BURTON & CO., P.A., C.P.A. 401(K) PLAN, Form 5500 (2024)
Creator: BURTON & CO., P.A., C.P.A.

Form 5500-SF

FILING_RECEIVED

BURTON & CO., P.A., C.P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$709K

Net assets (EOY)

$709K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURTON & CO., P.A., C.P.A..

Plan sponsor

Name

BURTON & CO., P.A., C.P.A.

EIN

59-2063797all filings

Address

4310 SHERIDAN ST. · SUITE 202 · HOLLYWOOD, FL · 33021

Phone

(954) 961-1040

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

ITC TAX LLC

ITC TAX LLC 401K PLAN

$708K · 17 participants

RETIREMENT SOLUTIONS ADVISORS, LLC

RETIREMENT SOLUTIONS ADVISORS, LLC 401(K) PLAN

$711K · 9 participants

LAPPAS TAX SERVICE INC.

LAPPAS TAX SERVICE INC. 401(K) PLAN

$706K · 9 participants

VESEY STREET CAPITAL PARTNERS, LLC

VESEY STREET CAPITAL PARTNERS 401(K) PLAN

$706K · 7 participants

AURA ADVISORS

AURA ADVISORS 401(K) PLAN

$706K · 10 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.