How big is Burgess Strategic Advisors LLC's plan?

Burgess Strategic Advisors LLC's plan reported $281K in assets and 12 participants for 2023.

Original filing (PDF)20241014091304NAL0026882833001

Burgess Strategic Advisors LLC

Name: Burgess Strategic Advisors LLC — Form 5500 (2023)
Creator: Burgess Strategic Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Burgess Strategic Advisors LLC held $281K in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$281K

Net assets (EOY)

$281K

People on this filing

Grant Burgess signed Burgess Strategic Advisors LLC's 2023 Form 5500 as plan administrator.

Grant Burgess — 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

Burgess Strategic Advisors LLC's EIN is 85-1192811.

EIN 85-1192811

Plan number 001

Plan year 2023

ACK ID 20241014091304NAL0026882833001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Burgess Strategic Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Burgess Strategic Advisors LLC'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 BURGESS STRATEGIC ADVISORS LLC.

Finding similar companies…

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