· 2022–2024 · DOL EFAST2

BURNING RIVER ADVISOR GROUP LLC — BURNING RIVER ADVISOR GROUP LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250702182236NAL0032020914001

BURNING RIVER ADVISOR GROUP LLC

Form 5500-SF

FILING_RECEIVED

BURNING RIVER ADVISOR GROUP LLC 401(K) PLAN

401(k) retirement plan

Active participants

8

Accounts w/ balance

8

Plan assets (EOY)

$140K

Net assets (EOY)

$140K

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

66

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

BURNING RIVER ADVISOR GROUP LLC

EIN

93-4756060

Address

2237 CROCKER RD · WESTLAKE, OH · 44145

Phone

(216) 544-5503

Industry

Finance & Insurancesee all

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

VIKING FINANCIAL GROUP INC

VIKING FINANCIAL GROUP INC 401K PROFIT SHARING PLAN

$140K · 2 participants

PROSPECT MANAGEMENT LLC

PROSPECT MANAGEMENT 401(K) PLAN

NOVUS ADVISORS, LLC

NOVUS ADVISORS 401(K) PLAN

$140K · 5 participants

OMADA WEALTH MANAGEMENT

OMADA WEALTH MANAGEMENT 401(K) PLAN

$140K · 5 participants

ATHLON WEALTH ADVISORS, LLC

ATHLON WEALTH ADVISORS, LLC 401K PLAN

$140K · 1 participants