Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BURNEY PARTNERS, LLC
EIN 20-3377971investment bankingLatest filing 2025
Plans
2
Retirement
2
$13.1M assets
Welfare
0
Participants
44
1800 ALEXANDER BELL DR, SUITE 510 - RESTON, VA 20191703-391-6027LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.1M assets / 44 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#001
BURNEY PARTNERS LLC 401(K) PROFIT SHARING PLAN
401k
Assets$9.9M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BURNEY PARTNERS, LLC CASH BALANCE PLAN
CashBalance
Assets$3.2M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BURNEY PARTNERS LLC 401(K) PROFIT SHARING PLAN | 401k | $9.9M | 24 | 2025 | |
| 002 | BURNEY PARTNERS, LLC CASH BALANCE PLAN | CashBalance | $3.2M | 20 | 2025 |
Retirement plans