How big is Burnette Shutt & McDaniel, PA's plan?

Burnette Shutt & McDaniel, PA's plan reported $1.9M in assets and 18 participants for 2025.

Original filing (PDF)20260506095636NAL0001378467001

Burnette Shutt & McDaniel, PA

Name: Burnette Shutt & McDaniel, PA — Burnette Shutt &, Form 5500 (2025)
Creator: Burnette Shutt & McDaniel, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burnette Shutt & McDaniel, PA 401(k) Plan

401(k) retirement plan · Burnette Shutt & McDaniel, PA's Burnette Shutt & McDaniel, PA 401(k) Plan held $1.9M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Megan Petri signed Burnette Shutt & McDaniel, PA's 2025 Form 5500 as plan administrator.

Megan Petri — 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

Burnette Shutt & McDaniel, PA's EIN is 82-1282995.

EIN 82-1282995

Plan number 001

Plan year 2025

ACK ID 20260506095636NAL0001378467001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Burnette Shutt & McDaniel, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Burnette Shutt & McDaniel, PA'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 BURNETTE SHUTT & MCDANIEL, PA.

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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