Original filing (PDF)20251011121240NAL0014266016001

ROBERT A. BOVE LTD.

Name: ROBERT A. BOVE LTD. — ROBERT A. BOVE LTD. 401(K) PLAN, Form 5500 (2024)
Creator: ROBERT A. BOVE LTD.

Form 5500-SF

FILING_RECEIVED

ROBERT A. BOVE LTD. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT A. BOVE LTD..

Plan sponsor

Name

ROBERT A. BOVE LTD.

EIN

26-3983558

Address

36901 AMERICAN WAY #5 · AVON, OH · 44011

Phone

(440) 985-1141

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PACIFIC WEALTH MANAGEMENT, LLC

PACIFIC WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

$1.4M · 3 participants

NEW GENERATION ADVISORS, LLC

NEW GENERATION 401K PLAN

$1.4M · 2 participants

STEVEN S. KANOUSE DBA KANOUSE & ASSOCIATES

STEVEN S. KANOUSE DBA KANOUSE & ASSOCIATES CASH BALANCE PLAN

$1.4M · 7 participants

ALTERI WEALTH LLC

ALTERI WEALTH LLC 401(K) PLAN

$1.4M · 7 participants

SPINNAKER INVESTMENT GROUP, LLC

SPINNAKER 401(K) PLAN