Original filing (PDF)20250529155441NAL0013765488001

BOZETARNIK & COMPANY, LLC

Name: BOZETARNIK & COMPANY, LLC — BOZETARNIK & COMPANY, LLC 401(K) PLAN, Form 5500 (2024)
Creator: BOZETARNIK & COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

BOZETARNIK & COMPANY, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$329K

Net assets (EOY)

$329K

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 (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BOZETARNIK & COMPANY, LLC

EIN

45-4639436all filings

Address

2 HARVARD CIRCLE, STE 400 · WEST PALM BEACH, FL · 33409

Phone

(561) 253-7885

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