How big is Boulos Asset Management's plan?

Boulos Asset Management's plan reported $11.8M in assets and 38 participants for 2025.

Original filing (PDF)20260319115456NAL0004935408001

Boulos Asset Management

Name: Boulos Asset Management — Boulos Asset Management, Form 5500 (2025)
Creator: Boulos Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boulos Asset Management 401(k) Plan

401(k) retirement plan · Boulos Asset Management's Boulos Asset Management 401(k) Plan held $11.8M in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.8M

Net assets (EOY)

$11.8M

People on this filing

Mark Charest signed Boulos Asset Management's 2025 Form 5500 as plan administrator.

Mark Charest — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Boulos Asset Management's EIN is 01-0425128.

EIN 01-0425128

Plan number 001

Plan year 2025

ACK ID 20260319115456NAL0004935408001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Boulos Asset Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Boulos Asset Management's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOULOS ASSET MANAGEMENT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off