How big is Burrows Financial Holdings, LLC's plan?

Burrows Financial Holdings, LLC's plan reported $334K in assets and 16 participants for 2024.

Original filing (PDF)20250625115349NAL0018793554001

Burrows Financial Holdings, LLC

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

Form 5500-SF

FILING_RECEIVED

Burrows Financial Holdings 401(k) Plan

401(k) retirement plan · Burrows Financial Holdings, LLC's Burrows Financial Holdings 401(k) Plan held $334K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$334K

Net assets (EOY)

$334K

People on this filing

Clint Auttonberry signed Burrows Financial Holdings, LLC's 2024 Form 5500 as plan administrator.

Clint Auttonberry — 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

Burrows Financial Holdings, LLC's EIN is 88-3390370.

EIN 88-3390370

Plan number 001

Plan year 2024

ACK ID 20250625115349NAL0018793554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burrows Financial Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burrows Financial Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 BURROWS FINANCIAL HOLDINGS, LLC.

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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