How big is Bedard & Company, PC's plan?

Bedard & Company, PC's plan reported $2.8M in assets and 2 participants for 2024.

Original filing (PDF)20250916154121NAL0002120065001

Bedard & Company, PC

Name: Bedard & Company, PC — Bedard & Company, PC 401(k), Form 5500 (2024)
Creator: Bedard & Company, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bedard & Company, PC 401(k) P/S Plan

401(k) retirement plan · Bedard & Company, PC's Bedard & Company, PC 401(k) P/S Plan held $2.8M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Daniel Bedard signed Bedard & Company, PC's 2024 Form 5500 as plan administrator.

Daniel Bedard — 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

Bedard & Company, PC's EIN is 06-1455918.

EIN 06-1455918

Plan number 001

Plan year 2024

ACK ID 20250916154121NAL0002120065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bedard & Company, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bedard & Company, PC'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 BEDARD & COMPANY, PC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

BEDARD & COMPANY, PC

EIN

all filings

Address

30 POVERTY ROAD · SOUTHBURY, CT · 06488

Phone

(203) 264-4454

Industry

CPA Offices· Professional & Technical Services

Plan administrator