How big is Burley Oak LLC's plan?

Burley Oak LLC's plan reported $88K in assets and 25 participants for 2023.

Original filing (PDF)20241014095419NAL0025864689001

Burley Oak LLC

Name: Burley Oak LLC — Burley Management 401(k) Plan, Form 5500 (2023)
Creator: Burley Oak LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burley Management 401(k) Plan

401(k) retirement plan · Burley Oak LLC's Burley Management 401(k) Plan held $88K in plan assets for 25 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

People on this filing

Nicole Brushmiller signed Burley Oak LLC's 2023 Form 5500 as plan administrator.

Nicole Brushmiller — 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

Burley Oak LLC's EIN is 85-4389245.

EIN 85-4389245

Plan number 001

Plan year 2023

ACK ID 20241014095419NAL0025864689001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Burley Oak LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off