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BURGESS & COMPANY

EIN 94-3045739-wine and spirits-Latest filing 2025
Plans
1
Retirement
1
$6.9M assets
Welfare
0
Participants
5
63 EAST FOURTH AVENUE - SAN MATEO, CA 94401415-777-0601LinkedIn11-50 employeeswine and spirits
Plans on this EIN
1 filing
#001401k-$6.9M - 5 part

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Retirement#001

BURGESS & COMPANY PROFIT SHARING 401(K) PLAN

401k

Assets$6.9M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BURGESS & COMPANY PROFIT SHARING 401(K) PLAN401k$6.9M52025
Retirement plans
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