· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BURKE, POWERS & HARTY, INC. — BURKE, POWERS & HARTY, INC. SAFE HARBOR 401K, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010133331NAL0018699666001
BURKE, POWERS & HARTY, INC.
Form 5500-SF
FILING_RECEIVED
BURKE, POWERS & HARTY, INC. SAFE HARBOR 401K
401(k) retirement plan
Active participants
9
Accounts w/ balance
11
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BURKE, POWERS & HARTY, INC.
.
Find decision makers
Plan sponsor
Name
BURKE, POWERS & HARTY, INC.
EIN
62-0602881
Address
1236 VOLUNTEER PARKWAY · BRISTOL, TN · 37620
Phone
(423) 764-2112
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see 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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
RESSLER INSURANCE & FINANCIAL SERVICES, INC.
RESSLER INSURANCE & FINANCIAL SERVICES INC. 401(K) PLAN
$1.1M · 3 participants
JOSEPH T. SNYDER & ASSOCIATES, LTD. DBA SNYDER INSURANCE
JOSEPH T. SNYDER & ASSOCIATES, LTD. 401(K) AND PROFIT SHARING PLAN
$1.1M · 25 participants
NFENERGIA LLC
NFENERGIA LLC 401 (K) PLAN
$1.1M · 130 participants
REYNOLD R. BONALDI AGENCY
REYNOLD R. BONALDI AGENCY 401(K) PLAN
$1.1M · 4 participants
CRANDALL & ASSOCIATES, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CRANDALL & ASSOCIATES, INC. 401(K) PLAN
$1.1M · 10 participants
ROBERTS & CROW, INC.
ROBERTS & CROW, INC. 401(K) PROFIT SHARING PLAN
$1.1M · 5 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
