How big is LISA R. Burkett PC's plan?

LISA R. Burkett PC's plan reported $1.4M in assets and 6 participants for 2024.

Original filing (PDF)20250609082851NAL0023275792001

LISA R. Burkett PC

Name: LISA R. Burkett PC — LISA R. Burkett, P.C. 401(k), Form 5500 (2024)
Creator: LISA R. Burkett PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA R. Burkett, P.C. 401(k) Plan

401(k) retirement plan · LISA R. Burkett PC's LISA R. Burkett, P.C. 401(k) Plan held $1.4M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Marie Herrera-Taylor signed LISA R. Burkett PC's 2024 Form 5500 as plan administrator.

Marie Herrera-Taylor — 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

LISA R. Burkett PC's EIN is 74-2925233.

EIN 74-2925233

Plan number 001

Plan year 2024

ACK ID 20250609082851NAL0023275792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LISA R. Burkett PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LISA R. Burkett PC'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 LISA R. BURKETT PC.

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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