How big is Burgett, Inc.'s plan?

Burgett, Inc.'s plan reported $2.4M in assets and 60 participants for 2025.

Original filing (PDF)20260511123857NAL0011759378001

Burgett, Inc.

Name: Burgett, Inc. — Burgett, Inc. 401(k) Profit Sharing, Form 5500 (2025)
Creator: Burgett, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burgett, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Burgett, Inc.'s Burgett, Inc. 401(k) Profit Sharing Plan held $2.4M in plan assets for 60 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

LISA Burgett signed Burgett, Inc.'s 2025 Form 5500 as plan administrator.

LISA Burgett — 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

Burgett, Inc.'s EIN is 68-0156431.

EIN 68-0156431

Plan number 001

Plan year 2025

ACK ID 20260511123857NAL0011759378001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Burgett, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off