How big is BNE Associates' plan?

BNE Associates' plan reported $12.8M in assets and 135 participants for 2024.

Original filing (PDF)20251014155946NAL0001654227001

BNE Associates

Name: BNE Associates — BNE Associates 401(k) Profit, Form 5500 (2024)
Creator: BNE Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BNE Associates 401(k) Profit Sharing Plan

401(k) retirement plan · BNE Associates' BNE Associates 401(k) Profit Sharing Plan held $12.8M in plan assets for 135 participants in 2024.

Signals · 1

No auditor on file

Active participants

135

Accounts w/ balance

102

Plan assets (EOY)

$12.8M

Net assets (EOY)

$12.8M

Plan identifiers

BNE Associates' EIN is 22-2949830.

EIN 22-2949830

Plan number 001

Plan year 2024

ACK ID 20251014155946NAL0001654227001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BNE Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score