How big is Burke, Williams & Sorensen, LLP's plan?

Burke, Williams & Sorensen, LLP's plan reported $5.4M in assets and 6 participants for 2024.

Original filing (PDF)20251006134145NAL0003483025001

Burke, Williams & Sorensen, LLP

Name: Burke, Williams & Sorensen, LLP — Burke Williams &, Form 5500 (2024)
Creator: Burke, Williams & Sorensen, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burke Williams & Sorensen LLP Defined Benefit Pension Plan

Defined-benefit pension plan · Burke, Williams & Sorensen, LLP's Burke Williams & Sorensen LLP Defined Benefit Pension Plan held $5.4M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

Carolyn Archibald signed Burke, Williams & Sorensen, LLP's 2024 Form 5500 as plan administrator.

Carolyn Archibald — 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

Burke, Williams & Sorensen, LLP's EIN is 95-1705973.

EIN 95-1705973

Plan number 001

Plan year 2024

ACK ID 20251006134145NAL0003483025001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burke, Williams & Sorensen, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burke, Williams & Sorensen, LLP's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off