Original filing (PDF)20250904082839NAL0009582627001

BARDONS & OLIVER, INC.

Name: BARDONS & OLIVER, INC. — BARDONS & OLIVER, INC. EMPLOYEES' PROFIT-SHARING & 401(K) PLAN, Form 5500 (2023)
Creator: BARDONS & OLIVER, INC.

Form 5500-SF

FILING_RECEIVED

BARDONS & OLIVER, INC. EMPLOYEES' PROFIT-SHARING & 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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 BARDONS & OLIVER, INC..

Plan sponsor

Name

BARDONS & OLIVER, INC.

EIN

31-1254138

Address

5800 HARPER ROAD · SOLON, OH · 441391833

Phone

(440) 498-5800

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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 Manufacturing plans

EXCELSIOR BLOWER SYSTEMS, INC.

EXCELSIOR BLOWER SYSTEMS 401(K) PLAN

$4.6M · 33 participants

BLUE HIVE, INC.

BLUE HIVE, INC. 401(K) PLAN

$4.6M · 102 participants

W.W. ROTHMANN CO., INC.

W.W. ROTHMANN CO., INC. RETIREMENT PLAN

$4.6M · 5 participants

ORANGE DIE CUTTING CORP.

ORANGE PACKAGING 401(K) RETIREMENT PLAN

$4.6M · 73 participants

JACK RUBIN & SONS, INC.

JACK RUBIN & SONS, INC. DEFINED BENEFIT PENSION PLAN

$4.6M · 50 participants