How big is Bourgeon Capital Management LLC's plan?

Bourgeon Capital Management LLC's plan reported $2.3M in assets and 8 participants for 2024.

Original filing (PDF)20250415121428NAL0003250977001

Bourgeon Capital Management LLC

Name: Bourgeon Capital Management LLC — Bourgeon Capital, Form 5500 (2024)
Creator: Bourgeon Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bourgeon Capital Management LLC 401(k) Plan

401(k) retirement plan · Bourgeon Capital Management LLC's Bourgeon Capital Management LLC 401(k) Plan held $2.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Laura Pollack signed Bourgeon Capital Management LLC's 2024 Form 5500 as plan administrator.

Laura Pollack — 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

Bourgeon Capital Management LLC's EIN is 13-4044348.

EIN 13-4044348

Plan number 001

Plan year 2024

ACK ID 20250415121428NAL0003250977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bourgeon Capital Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bourgeon Capital Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOURGEON CAPITAL MANAGEMENT LLC.

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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