Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BURLESON & COMPANY LLC
EIN 20-1160877financial servicesLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
13
201 FIRST STREET, SUITE 204 - PETALUMA, CA 94952707-338-4778bcowealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 13 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BURLESON & COMPANY, LLC RETIREMENT PLAN
CashBalance
Assets$1.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BURLESON & COMPANY LLC RETIREMENT PLAN
401k
Assets$112K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BURLESON & COMPANY, LLC RETIREMENT PLAN | CashBalance | $1.0M | 5 | 2024 | |
| 001 | BURLESON & COMPANY LLC RETIREMENT PLAN | 401k | $112K | 8 | 2024 |
Retirement plans