How big is Big Shoulders Fund's plan?

Big Shoulders Fund's plan reported $8.2M in assets and 65 participants for 2025.

Original filing (PDF)20260128101528NAL0004155809001

Big Shoulders Fund

Name: Big Shoulders Fund — Big Shoulders Fund Defined, Form 5500 (2025)
Creator: Big Shoulders Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Big Shoulders Fund Defined Contributions Retirement Plan

403(b) retirement plan · Big Shoulders Fund's Big Shoulders Fund Defined Contributions Retirement Plan held $8.2M in plan assets for 65 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

People on this filing

Joshua HALE signed Big Shoulders Fund's 2025 Form 5500 as plan administrator.

Joshua HALE — 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

Big Shoulders Fund's EIN is 36-3490557.

EIN 36-3490557

Plan number 001

Plan year 2025

ACK ID 20260128101528NAL0004155809001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Big Shoulders Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Big Shoulders Fund's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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