How big is Burke Financial Advisors' plan?

Burke Financial Advisors' plan reported $141K in assets and 5 participants for 2024.

Original filing (PDF)20250714130613NAL0001519552001

Burke Financial Advisors

Name: Burke Financial Advisors — Burke Financial Advisors, Form 5500 (2024)
Creator: Burke Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burke Financial Advisors 401(k) Plan

401(k) retirement plan · Burke Financial Advisors' Burke Financial Advisors 401(k) Plan held $141K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$141K

Net assets (EOY)

$141K

Plan identifiers

Burke Financial Advisors' EIN is 86-3093303.

EIN 86-3093303

Plan number 001

Plan year 2024

ACK ID 20250714130613NAL0001519552001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burke Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burke Financial Advisors' plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURKE FINANCIAL ADVISORS.

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