How big is Bond Financial PLLC's plan?

Bond Financial PLLC's plan reported $85K in assets and 3 participants for 2024.

Original filing (PDF)20250719092812NAL0004223488001

Bond Financial PLLC

Name: Bond Financial PLLC — Form 5500 (2024)
Creator: Bond Financial PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bond Financial PLLC

401(k) retirement plan · Bond Financial PLLC held $85K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

People on this filing

Shirley Horner signed Bond Financial PLLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Bond Financial PLLC's EIN is 26-1740912.

EIN 26-1740912

Plan number 001

Plan year 2024

ACK ID 20250719092812NAL0004223488001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bond Financial PLLC's 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 BOND FINANCIAL PLLC.

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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