How big is Bourget & Associates, Inc.'s plan?

Bourget & Associates, Inc.'s plan reported $1.0M in assets and 4 participants for 2024.

Original filing (PDF)20250612114338NAL0028334368001

Bourget & Associates, Inc.

Name: Bourget & Associates, Inc. — Bourget & Associates, Form 5500 (2024)
Creator: Bourget & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bourget & Associates, Inc. 401(k) P/S Plan

401(k) retirement plan · Bourget & Associates, Inc.'s Bourget & Associates, Inc. 401(k) P/S Plan held $1.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Nicole Rachel Brien signed Bourget & Associates, Inc.'s 2024 Form 5500 as plan administrator.

Nicole Rachel Brien — 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

Bourget & Associates, Inc.'s EIN is 05-0474942.

EIN 05-0474942

Plan number 002

Plan year 2024

ACK ID 20250612114338NAL0028334368001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bourget & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bourget & Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOURGET & ASSOCIATES, INC..

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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

Helping the score