How big is BULL Securities, Inc.'s plan?

BULL Securities, Inc.'s plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20250728084018NAL0000730723001

BULL Securities, Inc.

Name: BULL Securities, Inc. — BULL Securities, Inc. 401(k), Form 5500 (2024)
Creator: BULL Securities, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BULL Securities, Inc. 401(k) Plan

401(k) retirement plan · BULL Securities, Inc.'s BULL Securities, Inc. 401(k) Plan held $1.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Phillip Faubert signed BULL Securities, Inc.'s 2024 Form 5500 as plan administrator.

Phillip Faubert — 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

BULL Securities, Inc.'s EIN is 20-8818445.

EIN 20-8818445

Plan number 001

Plan year 2024

ACK ID 20250728084018NAL0000730723001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BULL Securities, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BULL Securities, Inc.'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 BULL SECURITIES, INC.

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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

Knocking points off