Sponsor portfolio
BURK, HALL, & CO.
EIN 41-2158643investment managementLatest filing 2024
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
6
3945 E PARADISE FALLS DR STE 261 - TUCSON, AZ 85712520-829-6230burkhallandco.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BHC 401(K) PLAN | 401k | $1.8M | 6 | 2024 |
Retirement plans