Original filing (PDF)20260210124045NAL0003000851001

BOURDON FORGE COMPANY INC

Name: BOURDON FORGE COMPANY INC — BOURDON FORGE COMPANY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: BOURDON FORGE COMPANY INC

Form 5500-SF

FILING_RECEIVED

BOURDON FORGE COMPANY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOURDON FORGE COMPANY INC.

Plan sponsor

Name

BOURDON FORGE COMPANY INC

EIN

06-0858901

Address

99 TUTTLE ROAD · MIDDLETOWN, CT · 06457

Phone

(860) 632-2740

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-10-31

Filed

2026-02-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

ENGEL DIVERSIFIED INDUSTRIES, INC.

ENGEL DIVERSIFIED INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$5.2M · 44 participants

TOMBIGBEE TOOLING, INC.

TOMBIGBEE TOOLING, INC. PROFIT SHARING AND 401(K) TRUST

$5.2M · 43 participants

ODM TOOL & MANUFACTURING CO., INC.

ODM TOOL 401(K) DEFERRED SALARY SAVINGS PLAN

$5.2M · 63 participants

R G DUNN ACQUISITIONS COMPANY

R G DUNN ACQUISITIONS COMPANY 401(K) PROFIT SHARING PLAN & TRUST

$5.2M · 36 participants

ROTATION ENGINEERING & MANUFACTURING CO.