How big is BHFO, Inc.'s plan?

BHFO, Inc.'s plan reported $1.9M in assets and 68 participants for 2024.

Original filing (PDF)20250625110237NAL0004682867001

BHFO, Inc.

Name: BHFO, Inc. — BHFO 401(k) Plan, Form 5500 (2024)
Creator: BHFO, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BHFO 401(k) Plan

401(k) retirement plan · BHFO, Inc.'s BHFO 401(k) Plan held $1.9M in plan assets for 68 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Kathy Kopecky signed BHFO, Inc.'s 2024 Form 5500 as plan administrator.

Kathy Kopecky — 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

BHFO, Inc.'s EIN is 06-1681777.

EIN 06-1681777

Plan number 001

Plan year 2024

ACK ID 20250625110237NAL0004682867001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BHFO, INC.

EIN

all filings

Address

800 11TH ST · MARION, IA · 52302

Phone

(319) 743-1197

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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