Original filing (PDF)20241025075333NAL0002108513001

BODELL OVERCASH ANDERSON & CO., INC.

Name: BODELL OVERCASH ANDERSON & CO., INC. — BODELL OVERCASH ANDERSON & CO., INC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: BODELL OVERCASH ANDERSON & CO., INC.

Form 5500-SF

FILING_RECEIVED

BODELL OVERCASH ANDERSON & CO., INC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BODELL OVERCASH ANDERSON & CO., INC..

Plan sponsor

Name

BODELL OVERCASH ANDERSON & CO., INC.

EIN

16-0971911

Address

ONE FENTON BUILING · JAMESTOWN, NY · 14702

Phone

(716) 640-5028

Industry

Finance & Insurancesee all

Plan administrator