Original filing (PDF)20250717141850NAL0000205779001

BANG & SODERLUND TRADING, INC

Name: BANG & SODERLUND TRADING, INC — BANG & SODERLUND TRADING, INC 401(K) PLAN, Form 5500 (2024)
Creator: BANG & SODERLUND TRADING, INC

Form 5500-SF

FILING_RECEIVED

BANG & SODERLUND TRADING, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$308K

Net assets (EOY)

$308K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BANG & SODERLUND TRADING, INC.

Plan sponsor

Name

BANG & SODERLUND TRADING, INC

EIN

20-2057588

Address

9240 BONITA BEACH RD SE · SUITE 1118 · BONITA SPRINGS, FL · 34135

Phone

(239) 498-0600

Industry