How big is Paul Bonikowske Financial Services' plan?

Paul Bonikowske Financial Services' plan reported $1.3M in assets and 6 participants for 2025.

Original filing (PDF)20260513140312NAL0015423858001

Paul Bonikowske Financial Services

Name: Paul Bonikowske Financial Services — Bonikowske, Form 5500 (2025)
Creator: Paul Bonikowske Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bonikowske Retirement Plan

401(k) retirement plan · Paul Bonikowske Financial Services' Bonikowske Retirement Plan held $1.3M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Paul Bonikowske signed Paul Bonikowske Financial Services' 2025 Form 5500 as plan administrator.

Paul Bonikowske — 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

Paul Bonikowske Financial Services' EIN is 20-5641202.

EIN 20-5641202

Plan number 001

Plan year 2025

ACK ID 20260513140312NAL0015423858001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Paul Bonikowske Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Paul Bonikowske Financial Services' 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 PAUL BONIKOWSKE FINANCIAL SERVICES.

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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