How big is Burch Investments LLC's plan?

Burch Investments LLC's plan reported $555K in assets and 8 participants for 2024.

Original filing (PDF)20250916115617NAL0001164275001

Burch Investments LLC

Name: Burch Investments LLC — Burch 401(k) Plan, Form 5500 (2024)
Creator: Burch Investments LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burch 401(k) Plan

401(k) retirement plan · Burch Investments LLC's Burch 401(k) Plan held $555K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$555K

Net assets (EOY)

$555K

People on this filing

Karla Burch signed Burch Investments LLC's 2024 Form 5500 as plan administrator.

Karla Burch — 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

Burch Investments LLC's EIN is 82-3190785.

EIN 82-3190785

Plan number 001

Plan year 2024

ACK ID 20250916115617NAL0001164275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burch Investments LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burch Investments LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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