How big is The Burkhalter Group, Inc.'s plan?

The Burkhalter Group, Inc.'s plan reported $7.2M in assets and 4 participants for 2024.

Original filing (PDF)20250613111722NAL0017829425001

The Burkhalter Group, Inc.

Name: The Burkhalter Group, Inc. — The Burkhalter Group, Form 5500 (2024)
Creator: The Burkhalter Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Burkhalter Group, Inc. 401(k) Plan

401(k) retirement plan · The Burkhalter Group, Inc.'s The Burkhalter Group, Inc. 401(k) Plan held $7.2M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan identifiers

The Burkhalter Group, Inc.'s EIN is 83-1210664.

EIN 83-1210664

Plan number 002

Plan year 2024

ACK ID 20250613111722NAL0017829425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Burkhalter Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Burkhalter Group, Inc.'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 THE BURKHALTER GROUP, INC..

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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