Sponsor portfolio

J.W. BURNS & COMPANY, INC.

EIN 22-2134760investment managementLatest filing 2025

Plans

Retirement

$9.4M assets

Welfare

Participants

5789 WIDEWATERS PARKWAY - DEWITT, NY 13214315-449-1341jwburns.comLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#002401k-$9.4M - 8 part

Plan deep-dives

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Retirement#002

J.W. BURNS & COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$9.4M

Participants8

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
002	J.W. BURNS & COMPANY, INC. 401(K) PROFIT SHARING PLAN	401k	$9.4M	8	2025

Retirement plans