How big is Bolanos Associates, LLC's plan?

Bolanos Associates, LLC's plan reported $71K in assets and 38 participants for 2024.

Original filing (PDF)20251010110938NAL0012398880001

Bolanos Associates, LLC

Name: Bolanos Associates, LLC — Bolanos Associates, LLC, Form 5500 (2024)
Creator: Bolanos Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bolanos Associates, LLC 401(k) Plan

Defined-contribution retirement plan · Bolanos Associates, LLC's Bolanos Associates, LLC 401(k) Plan held $71K in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$71K

Net assets (EOY)

$71K

People on this filing

Richard Tatum signed Bolanos Associates, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Bolanos Associates, LLC's EIN is 27-0575497.

EIN 27-0575497

Plan number 001

Plan year 2024

ACK ID 20251010110938NAL0012398880001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bolanos Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bolanos Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 BOLANOS ASSOCIATES, LLC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off