Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
GLENN BURDETTE, INC.
EIN 95-2772601accountingLatest filing 2025
Plans
2
Retirement
2
$17.1M assets
Welfare
0
Participants
170
1150 PALM STREET - SAN LUIS OBISPO, CA 934013114805-544-1441glennburdette.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.1M assets / 170 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GLENN BURDETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.0M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GLENN BURDETTE, INC. 401(K) PLAN
401k
Assets$6.0M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GLENN BURDETTE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.0M | 82 | 2025 | |
| 001 | GLENN BURDETTE, INC. 401(K) PLAN | 401k | $6.0M | 88 | 2024 |
Retirement plans