How big is Bottom Line Benefits, LLC's plan?

Bottom Line Benefits, LLC's plan reported $535K in assets and 7 participants for 2024.

Original filing (PDF)20250328130925NAL0002124322001

Bottom Line Benefits, LLC

Name: Bottom Line Benefits, LLC — Bottom Line Benefits, Form 5500 (2024)
Creator: Bottom Line Benefits, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bottom Line Benefits, LLC 401(k) Plan

401(k) retirement plan · Bottom Line Benefits, LLC's Bottom Line Benefits, LLC 401(k) Plan held $535K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$535K

Net assets (EOY)

$535K

People on this filing

Charity Daniels signed Bottom Line Benefits, LLC's 2024 Form 5500 as plan administrator.

Charity Daniels — 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

Bottom Line Benefits, LLC's EIN is 20-0078827.

EIN 20-0078827

Plan number 001

Plan year 2024

ACK ID 20250328130925NAL0002124322001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bottom Line Benefits, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bottom Line Benefits, LLC'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 BOTTOM LINE BENEFITS, 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