How big is Bourne Financial Group, LLC's plan?

Bourne Financial Group, LLC's plan reported $1.4M in assets and 28 participants for 2024.

Original filing (PDF)20250508070733NAL0011922321001

Bourne Financial Group, LLC

Name: Bourne Financial Group, LLC — Bourne Financial, Form 5500 (2024)
Creator: Bourne Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bourne Financial Group, LLC 401(k) Plan

401(k) retirement plan · Bourne Financial Group, LLC's Bourne Financial Group, LLC 401(k) Plan held $1.4M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Bourne Financial Group, LLC's EIN is 47-1328364.

EIN 47-1328364

Plan number 001

Plan year 2024

ACK ID 20250508070733NAL0011922321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bourne Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bourne Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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