Sponsor portfolio
BURKHOLDER & ASSOCIATES
EIN 88-4361371financial servicesLatest filing 2024
Plans
1
Retirement
1
$449K assets
Welfare
0
Participants
5
2 WISCONSIN CIRCLE, SUITE 700 - CHEVY CHASE, MD 20815301-778-9970burkholderassociates.comLinkedIn1-10 employeesfinancial services
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 | |
|---|---|---|---|---|---|---|
| 002 | BURKHOLDER & ASSOCIATES CASH BALANCE PLAN | CashBalance | $449K | 5 | 2024 |
Retirement plans