How big is Burdock and Associates Inc.'s plan?

Burdock and Associates Inc.'s plan reported $2.4M in assets and 3 participants for 2024.

Original filing (PDF)20250717204541NAL0001299392001

Burdock and Associates Inc.

Name: Burdock and Associates Inc. — Burdock Group 401(k), Form 5500 (2024)
Creator: Burdock and Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burdock Group 401(k) Profit Sharing Retirement Program

401(k) retirement plan · Burdock and Associates Inc.'s Burdock Group 401(k) Profit Sharing Retirement Program held $2.4M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Shirley Horner signed Burdock and Associates Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Burdock and Associates Inc.'s EIN is 65-0830920.

EIN 65-0830920

Plan number 001

Plan year 2024

ACK ID 20250717204541NAL0001299392001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Burdock and Associates Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

BURDOCK AND ASSOCIATES INC.

EIN

all filings

Address

859 OUTER RD · ORLANDO, FL · 32814

Phone

(407) 802-1400

Industry

Professional & Technical Services

Plan administrator