How big is Boehm Wardle Corporation's plan?

Boehm Wardle Corporation's plan reported $1.8M in assets and 7 participants for 2024.

Original filing (PDF)20250604120158NAL0007811907001

Boehm Wardle Corporation

Name: Boehm Wardle Corporation — S & J Lumber Retirement, Form 5500 (2024)
Creator: Boehm Wardle Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S & J Lumber Retirement Plan

401(k) retirement plan · Boehm Wardle Corporation's S & J Lumber Retirement Plan held $1.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Clancy Wardle signed Boehm Wardle Corporation's 2024 Form 5500 as plan administrator.

Clancy Wardle — 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

Boehm Wardle Corporation's EIN is 26-2706085.

EIN 26-2706085

Plan number 001

Plan year 2024

ACK ID 20250604120158NAL0007811907001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Boehm Wardle Corporation'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 BOEHM WARDLE CORPORATION.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

BOEHM WARDLE CORPORATION

DBA

S & J LUMBER

EIN

all filings

Address

1516 W HOWARD RD · #304 · MADERA, CA · 93637

Phone

(559) 240-4346

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