How big is Bill's Bookkeeping Services, LLC's plan?

Bill's Bookkeeping Services, LLC's plan reported $5.8M in assets and 29 participants for 2025.

Original filing (PDF)20260522095517NAL0002749713001

Bill's Bookkeeping Services, LLC

Name: Bill's Bookkeeping Services, LLC — Bill's Bookkeepin, Form 5500 (2025)
Creator: Bill's Bookkeeping Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bill's Bookkeeping Services 401(k) Plan

401(k) retirement plan · Bill's Bookkeeping Services, LLC's Bill's Bookkeeping Services 401(k) Plan held $5.8M in plan assets for 29 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

C. ARIC Lobenstein signed Bill's Bookkeeping Services, LLC's 2025 Form 5500 as plan administrator.

C. ARIC Lobenstein — 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

Bill's Bookkeeping Services, LLC's EIN is 27-0420780.

EIN 27-0420780

Plan number 001

Plan year 2025

ACK ID 20260522095517NAL0002749713001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bill's Bookkeeping Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bill's Bookkeeping Services, LLC'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 BILL'S BOOKKEEPING SERVICES, LLC.

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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