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  2. Burr Financial, Inc.

Filings through Oct 24, 2026.

Burr Financial, Inc.

EIN 47-2701636-investment management-Latest filing 2025
Plans
1
Retirement
1
$925K assets
Health & Benefits
0
Participants
5
2659 TOWNSGATE ROAD SUITE 106 - WESTLAKE VILLAGE, CA 91361805-497-9909burrfinancial.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$925K - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

BURR FINANCIAL, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$925K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BURR FINANCIAL, INC. 401(K) PROFIT SHARING PLAN401(k)$925K52025
  • BURR FINANCIAL, INC. 401(K) PROFIT SHARING PLAN$925K
    #001 · 401(k) · 20255
Retirement plans
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