Original filing (PDF)20251203093616NAL0001401266001

The Bristol Owners Association

Name: The Bristol Owners Association — The Bristol Owners, Form 5500 (2024)
Creator: The Bristol Owners Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Bristol Owners Association 401(k) Plan

401(k) retirement plan · The Bristol Owners Association's The Bristol Owners Association 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Trulia Danielle Burcham signed The Bristol Owners Association's 2024 Form 5500 as plan administrator.

Trulia Danielle Burcham — 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

The Bristol Owners Association's EIN is 03-0571687.

EIN 03-0571687

Plan number 001

Plan year 2024

ACK ID 20251203093616NAL0001401266001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Bristol Owners Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Bristol Owners Association's plan includes profit-sharing, 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 THE BRISTOL OWNERS ASSOCIATION.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score