How big is Bodine Enterprises, Inc.'s plan?

Bodine Enterprises, Inc.'s plan reported $871K in assets and 2 participants for 2024.

Original filing (PDF)20251015091755NAL0002072371001

Bodine Enterprises, Inc.

Name: Bodine Enterprises, Inc. — Kerry Bodine 401(k), Form 5500 (2024)
Creator: Bodine Enterprises, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kerry Bodine 401(k) Profit Sharing Plan

401(k) retirement plan · Bodine Enterprises, Inc.'s Kerry Bodine 401(k) Profit Sharing Plan held $871K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$871K

Net assets (EOY)

$871K

People on this filing

Kerry Bodine signed Bodine Enterprises, Inc.'s 2024 Form 5500 as plan administrator.

Kerry Bodine — 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

Bodine Enterprises, Inc.'s EIN is 47-2822367.

EIN 47-2822367

Plan number 002

Plan year 2024

ACK ID 20251015091755NAL0002072371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bodine Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bodine Enterprises, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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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 average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

BODINE ENTERPRISES, INC.

EIN

all filings

Address

201 SPEAR STREET, #1100 · SAN FRANCISCO, CA · 94105

Phone

(415) 275-4400

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator