Original filing (PDF)20251013105532NAL0000511651001

ROGER D. BURTON, P.C. PSP

Name: ROGER D. BURTON, P.C. PSP — ROGER D. BURTON, P.C. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROGER D. BURTON, P.C. PSP

Form 5500-SF

FILING_RECEIVED

ROGER D. BURTON, P.C. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$575K

Net assets (EOY)

$575K

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 (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

ROGER D. BURTON, P.C. PSP

EIN

63-1065142all filings

Address

1905 14TH AVE SOUTH · BIRMINGHAM, AL · 35242

Phone

(205) 930-2059

Industry