How big is Burns & Burns Inc.'s plan?

Burns & Burns Inc.'s plan reported $2.7M in assets and 71 participants for 2024.

Original filing (PDF)20251104145559NAL0006663763001

Burns & Burns Inc.

Name: Burns & Burns Inc. — Burns & Burns Inc., Form 5500 (2024)
Creator: Burns & Burns Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burns & Burns Inc. NON-Standardized Profit Sharing Plan

Defined-contribution retirement plan · Burns & Burns Inc.'s Burns & Burns Inc. NON-Standardized Profit Sharing Plan held $2.7M in plan assets for 71 participants in 2024.

Active participants

Accounts w/ balance

102

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Bernie Mitchell signed Burns & Burns Inc.'s 2024 Form 5500 as plan administrator.

Bernie Mitchell — 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

Burns & Burns Inc.'s EIN is 64-0566555.

EIN 64-0566555

Plan number 001

Plan year 2024

ACK ID 20251104145559NAL0006663763001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burns & Burns Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burns & Burns Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

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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