401(k) retirement plan · Aldrich and Bonnefin, PLC Employee Savings Plan's Aldrich & Bonnefin, PLC Employee Savings Plan held $6.9M in plan assets for 21 participants in 2024.
Signals · 1
Late filing · 0.2 mo
Active participants
21
Accounts w/ balance
29
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
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
99
Total plan cost
n/a
Plan health
82
Vendor & structure
100
Knocking points off
Filed 0.2 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALDRICH AND BONNEFIN, PLC EMPLOYEE SAVINGS PLAN.
