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GABRIEL BUNDSCHUH & ASSOCIATES, INC — GABRIEL BUNDSCHUH & ASSOCIATES, INC., Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250925121656NAL0019387314001
GABRIEL BUNDSCHUH & ASSOCIATES, INC
Form 5500-SF
FILING_RECEIVED
GABRIEL BUNDSCHUH & ASSOCIATES, INC.
401(k) retirement plan
Active participants
7
Accounts w/ balance
9
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GABRIEL BUNDSCHUH & ASSOCIATES, INC
.
Find decision makers
Plan sponsor
Name
GABRIEL BUNDSCHUH & ASSOCIATES, INC
EIN
13-1816211
Address
700 WHITE PLAINS ROAD, SUITE 322 · SCARSDALE, NY · 10583
Phone
(914) 723-2220
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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