How big is Bristol Financial Services, PC's plan?

Bristol Financial Services, PC's plan reported $1.2M in assets and 5 participants for 2023.

Original filing (PDF)20240924160202NAL0013028369001

Bristol Financial Services, PC

Name: Bristol Financial Services, PC — Bristol Financial, Form 5500 (2023)
Creator: Bristol Financial Services, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bristol Financial Services, PC 401(k) Profit Sharing Plan

401(k) retirement plan · Bristol Financial Services, PC's Bristol Financial Services, PC 401(k) Profit Sharing Plan held $1.2M in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Shawn Oxford signed Bristol Financial Services, PC's 2023 Form 5500 as plan administrator.

Shawn Oxford — 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

Bristol Financial Services, PC's EIN is 27-4320751.

EIN 27-4320751

Plan number 002

Plan year 2023

ACK ID 20240924160202NAL0013028369001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Bristol Financial Services, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Bristol Financial Services, PC's plan includes profit-sharing, 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 BRISTOL FINANCIAL SERVICES, PC.

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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 (86th percentile).

Plan sponsor

Name

BRISTOL FINANCIAL SERVICES, PC

EIN

all filings

Address

36 MAIN STREET P.O. BOX 387 · BRISTOL, VT · 05443

Phone

(802) 453-2378

Industry

Finance & Insurance

Plan administrator