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Sponsor portfolio

JOHN R. BURKE, LLC

EIN 84-4558556-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
6
1901 CADENZA LANE - RALEIGH, NC 27614863-676-7981
Plans on this EIN
2 filings
#002TraditionalDB-$2.0M - 3 part#001401k-$654K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • DEFINED BENEFIT PLAN (#002)75%
  • PROFIT SHARING PLAN (#001)25%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)3
  • PROFIT SHARING PLAN (#001)3
Total 6Click 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 R. BURKE DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JOHN R. BURKE 401(K) PROFIT SHARING PLAN

401k

Assets$654K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JOHN R. BURKE DEFINED BENEFIT PLANTraditionalDB$2.0M32025
001JOHN R. BURKE 401(K) PROFIT SHARING PLAN401k$654K32025
Retirement plans
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