How big is Bancroft Associates PLLC's plan?

Bancroft Associates PLLC's plan reported $2.0M in assets and 3 participants for 2024.

Original filing (PDF)20251015193740NAL0010973154001

Bancroft Associates PLLC

Name: Bancroft Associates PLLC — Bancroft Associates PLLC, Form 5500 (2024)
Creator: Bancroft Associates PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bancroft Associates PLLC 401(k) Plan

401(k) retirement plan · Bancroft Associates PLLC's Bancroft Associates PLLC 401(k) Plan held $2.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Thomas Donovan signed Bancroft Associates PLLC's 2024 Form 5500 as plan administrator.

Thomas Donovan — 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

Bancroft Associates PLLC's EIN is 14-1888764.

EIN 14-1888764

Plan number 003

Plan year 2024

ACK ID 20251015193740NAL0010973154001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bancroft Associates PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bancroft Associates PLLC'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 BANCROFT ASSOCIATES PLLC.

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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 (99th percentile).

Plan sponsor

Name

BANCROFT ASSOCIATES PLLC

EIN

all filings

Address

706 DUKE STREET · ALEXANDRIA, VA · 22314

Phone

(860) 798-9241

Industry

Law Offices· Professional & Technical Services

Plan administrator