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BURGDAHL & GRAVES A.I.A ARCHITECTS, APC — BURGDAHL & GRAVES ARCHITECTS PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241004133040NAL0012267713001
BURGDAHL & GRAVES A.I.A ARCHITECTS, APC
Form 5500-SF
FILING_RECEIVED
BURGDAHL & GRAVES ARCHITECTS PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
6
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
BURGDAHL & GRAVES A.I.A ARCHITECTS, APC
.
Find decision makers
Plan sponsor
Name
BURGDAHL & GRAVES A.I.A ARCHITECTS, APC
EIN
72-0979660
Address
2550 BELLE CHASSE HWY., SUITE 130 · GRETNA, LA · 70053
Phone
(504) 366-4433
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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No Schedule C compensation disclosed — likely a small plan or unbundled.
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