Original filing (PDF)20250711022248NAL0004412915001

BURGESS CHAMBERS & ASSOCIATES, INC.

Name: BURGESS CHAMBERS & ASSOCIATES, INC. — BURGESS CHAMBERS & ASSOCIATES, INC RETIREMENT TRUST, Form 5500 (2024)
Creator: BURGESS CHAMBERS & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

BURGESS CHAMBERS & ASSOCIATES, INC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURGESS CHAMBERS & ASSOCIATES, INC..

Plan sponsor

Name

BURGESS CHAMBERS & ASSOCIATES, INC.

EIN

59-2878619

Address

315 E ROBINSON STREET · STE 690 · ORLANDO, FL · 32801

Phone

(407) 644-0111

Industry

Finance & Insurancesee 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

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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