How big is Bugbee & Conkle's plan?

Bugbee & Conkle's plan reported $6.2M in assets and 11 participants for 2024.

Original filing (PDF)20250625093359NAL0007685409001

Bugbee & Conkle

Name: Bugbee & Conkle — The Bugbee & Conkle Profit Sharing, Form 5500 (2024)
Creator: Bugbee & Conkle
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Bugbee & Conkle Profit Sharing and Savings Plan and Trust

401(k) retirement plan · Bugbee & Conkle's The Bugbee & Conkle Profit Sharing and Savings Plan and Trust held $6.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

Robert L. SOLT, III signed Bugbee & Conkle's 2024 Form 5500 as plan administrator.

Robert L. SOLT, III — 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

Bugbee & Conkle's EIN is 34-4449377.

EIN 34-4449377

Plan number 002

Plan year 2024

ACK ID 20250625093359NAL0007685409001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bugbee & Conkle from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bugbee & Conkle's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUGBEE & CONKLE.

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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 (89th percentile).

Plan sponsor

Name

BUGBEE & CONKLE

EIN

all filings

Address

405 MADISON AVE · SUITE 1900 · TOLEDO, OH · 436041238

Phone

(419) 244-6788

Industry

Law Offices· Professional & Technical Services

Plan administrator