How big is BCU Risk Advisors, LLC's plan?

BCU Risk Advisors, LLC's plan reported $1.0M in assets and 15 participants for 2024.

Original filing (PDF)20250915131549NAL0003050738001

BCU Risk Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

BCU Risk Advisors LLC 401(k) Plan

401(k) retirement plan · BCU Risk Advisors, LLC's BCU Risk Advisors LLC 401(k) Plan held $1.0M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

JEFF Cline signed BCU Risk Advisors, LLC's 2024 Form 5500 as plan administrator.

JEFF Cline — 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

BCU Risk Advisors, LLC's EIN is 20-8542907.

EIN 20-8542907

Plan number 001

Plan year 2024

ACK ID 20250915131549NAL0003050738001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BCU Risk Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BCU Risk Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BCU RISK ADVISORS, LLC.

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Plan health score

Above-average plan

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