How big is Burbank Wealth Management's plan?

Burbank Wealth Management's plan reported $1.1M in assets and 6 participants for 2025.

Original filing (PDF)20260522083050NAL0006583314001

Burbank Wealth Management

Name: Burbank Wealth Management — Burbank Wealth, Form 5500 (2025)
Creator: Burbank Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burbank Wealth Management 401(k)

401(k) retirement plan · Burbank Wealth Management's Burbank Wealth Management 401(k) held $1.1M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Michael Burbank signed Burbank Wealth Management's 2025 Form 5500 as plan administrator.

Michael Burbank — 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

Burbank Wealth Management's EIN is 83-3259706.

EIN 83-3259706

Plan number 001

Plan year 2025

ACK ID 20260522083050NAL0006583314001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Burbank Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Burbank Wealth Management'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 BURBANK WEALTH MANAGEMENT.

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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