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Sponsor portfolio

JOHN BURGSTINER, INC.

EIN 59-0872389-Construction-Latest filing 2025
Plans
2
Retirement
2
$788K assets
Welfare
0
Participants
12
6028 33RD ST E - BRADENTON, FL 34203941-925-9403
Plans on this EIN
2 filings
#002CashBalance-$439K - 4 part#001401k-$348K - 8 part

Retirement portfolio analytics

2 plans aggregated / $788K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PLAN (#002)56%
  • PROFIT SHARING PLAN (#001)44%
Total $788KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)8
  • CASH BALANCE PLAN (#002)4
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JOHN BURGSTINER, INC. CASH BALANCE PLAN

CashBalance

Assets$439K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JOHN BURGSTINER, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$348K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JOHN BURGSTINER, INC. CASH BALANCE PLANCashBalance$439K42025
001JOHN BURGSTINER, INC. 401(K) PROFIT SHARING PLAN401k$348K82025
Retirement plans
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