How big is Bostwick Capital LLC's plan?

Bostwick Capital LLC's plan reported $1.7M in assets and 2 participants for 2024.

Original filing (PDF)20250627145015NAL0023571986001

Bostwick Capital LLC

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

Form 5500-SF

FILING_RECEIVED

Bostwick Capital LLC Retirement Plan

401(k) retirement plan · Bostwick Capital LLC's Bostwick Capital LLC Retirement Plan held $1.7M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Thomas Bostwick signed Bostwick Capital LLC's 2024 Form 5500 as plan administrator.

Thomas Bostwick — 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

Bostwick Capital LLC's EIN is 20-5149516.

EIN 20-5149516

Plan number 001

Plan year 2024

ACK ID 20250627145015NAL0023571986001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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

BOSTWICK CAPITAL LLC

EIN

all filings

Address

40 BIRCH HILL RD · NEW YORK, NY · 10022

Phone

(212) 776-1032

Industry

Finance & Insurance

Plan administrator