How big is The Burdette Agency Inc. DBA Burdette Ketchum's plan?

The Burdette Agency Inc. DBA Burdette Ketchum's plan reported $1.5M in assets and 13 participants for 2024.

Original filing (PDF)20250923170932NAL0009536162001

The Burdette Agency Inc. DBA Burdette Ketchum

Name: The Burdette Agency Inc. DBA Burdette Ketchum — Form 5500 Plan 001 (2024)
Creator: The Burdette Agency Inc. DBA Burdette Ketchum
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

High Reason Retirement Savings Plan

401(k) retirement plan · The Burdette Agency Inc. DBA Burdette Ketchum's High Reason Retirement Savings Plan held $1.5M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Kevin B. Cheezum signed The Burdette Agency Inc. DBA Burdette Ketchum's 2024 Form 5500 as plan administrator.

Kevin B. Cheezum — 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

The Burdette Agency Inc. DBA Burdette Ketchum's EIN is 59-3411964.

EIN 59-3411964

Plan number 001

Plan year 2024

ACK ID 20250923170932NAL0009536162001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Burdette Agency Inc. DBA Burdette Ketchum from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Burdette Agency Inc. DBA Burdette Ketchum's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BURDETTE AGENCY INC. DBA BURDETTE KETCHUM.

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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

Helping the score