How big is Bear Mountain Orchards, Inc.'s plan?

Bear Mountain Orchards, Inc.'s plan reported $2.5M in assets and 114 participants for 2024.

Original filing (PDF)20250812094310NAL0009681360001

Bear Mountain Orchards, Inc.

Name: Bear Mountain Orchards, Inc. — Bear Mountain, Form 5500 (2024)
Creator: Bear Mountain Orchards, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bear Mountain Orchards, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Bear Mountain Orchards, Inc.'s Bear Mountain Orchards, Inc. 401(k) Profit Sharing Plan held $2.5M in plan assets for 114 participants in 2024.

Active participants

114

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Kelly Montgomery signed Bear Mountain Orchards, Inc.'s 2024 Form 5500 as plan administrator.

Kelly Montgomery — 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

Bear Mountain Orchards, Inc.'s EIN is 23-2166855.

EIN 23-2166855

Plan number 001

Plan year 2024

ACK ID 20250812094310NAL0009681360001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bear Mountain Orchards, 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 BEAR MOUNTAIN ORCHARDS, INC..

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score