How big is Bear & Affiliates' plan?

Bear & Affiliates' plan reported $3.1M in assets and 53 participants for 2024.

Original filing (PDF)20251006223810NAL0007011392001

Bear & Affiliates

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

Form 5500-SF

FILING_RECEIVED

Bear & Affiliates 401(k) Plan

401(k) retirement plan · Bear & Affiliates' Bear & Affiliates 401(k) Plan held $3.1M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Traci Deland signed Bear & Affiliates' 2024 Form 5500 as plan administrator.

Traci Deland — 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

Bear & Affiliates' EIN is 13-3964212.

EIN 13-3964212

Plan number 001

Plan year 2024

ACK ID 20251006223810NAL0007011392001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bear & Affiliates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bear & Affiliates' 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 BEAR & AFFILIATES.

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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