Original filing (PDF)20250402095749NAL0016443794001

BOLLWERK & ASSOCIATES, LLC

Name: BOLLWERK & ASSOCIATES, LLC — BOLLWERK & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: BOLLWERK & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

BOLLWERK & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$862K

Net assets (EOY)

$862K

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 average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

BOLLWERK & ASSOCIATES, LLC

EIN

43-1913890

Address

12250 WEBER HILL RD · SUITE 125 · ST. LOUIS, MO · 63127

Phone

(314) 315-8111

Industry