Original filing (PDF)20250527122920NAL0004025811001

BULLPEN MANAGEMENT, LLC

Name: BULLPEN MANAGEMENT, LLC — BULLPEN CAPITAL 401(K) PLAN, Form 5500 (2024)
Creator: BULLPEN MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

BULLPEN CAPITAL 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 BULLPEN MANAGEMENT, LLC.

Plan sponsor

Name

BULLPEN MANAGEMENT, LLC

EIN

27-4240767

Address

38 KEYES AVE, SUITE 100 · SAN FRANCISCO, CA · 94129

Phone

(415) 649-6923

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

2025-05-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FORTRESS FINANCIAL LLC

FORTRESS FINANCIAL LLC 401(K) PLAN

$2.7M · 8 participants

WEA MANAGEMENT, LLC

WEALTHEDGE 401(K) PROFIT SHARING PLAN

$2.7M · 16 participants

CFG, LLC

CFG, LLC CASH BALANCE PLAN

$2.7M · 8 participants

SYLVIA FRATTALLONE

SYLVIA FRATTALLONE SAVINGS AND RETIREMENT PLAN

$2.7M · 4 participants

P.J. SCHMIDT INVESTMENT MANAGEMENT, INC.

P.J. SCHMIDT INVESTMENT MANAGEMENT, INC. 401(K) AND PROFIT SHARING PLAN

$2.7M · 16 participants