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Burke Real Estate Group, Inc. 401(k) Plan & Trust
Burke Real Estate Group, Inc., Costa Mesa CA. Employer ID 953850532, plan number 002. Annual reports on file for 2009 to 2025.
Where the money went
- Filed 2009-2025Burke Real Estate Group, Inc. 401(k) Plan & Trust, Burke Real Estate Group, Inc.
- 2025Assets transferred to Optimum Employer Solutions Retirement Plan
- TodayOptimum Employer Solutions Retirement Plan still files. Slavic Integrated Administration keeps the records. That is where to ask.
Records are kept by Slavic Integrated Administration, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2025: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2014 | 10 | — | Filing |
| 2015 | 11 | — | Filing |
| 2016 | 13 | — | Filing |
| 2017 | 20 | — | Filing |
| 2018 | 18 | — | Filing |
| 2019 | 14 | — | Filing |
| 2020 | 16 | — | Filing |
| 2021 | 20 | — | Filing |
| 2022 | 20 | — | Filing |
| 2023 | 21 | — | Filing |
| 2024 | 20 | — | Filing |
| 2025 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.