How big is John Bosworth & Associates, LLC's plan?

John Bosworth & Associates, LLC's plan reported $56K in assets and 7 participants for 2025.

Original filing (PDF)20260513124741NAL0006307091002

John Bosworth & Associates, LLC

Name: John Bosworth & Associates, LLC — Valbridge Property, Form 5500 (2025)
Creator: John Bosworth & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valbridge Property Advisors - Charlotte 401(k) Plan

401(k) retirement plan · John Bosworth & Associates, LLC's Valbridge Property Advisors - Charlotte 401(k) Plan held $56K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

People on this filing

ANDY RIOS signed John Bosworth & Associates, LLC's 2025 Form 5500 as plan administrator.

ANDY RIOS — 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

John Bosworth & Associates, LLC's EIN is 56-2069836.

EIN 56-2069836

Plan number 002

Plan year 2025

ACK ID 20260513124741NAL0006307091002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for John Bosworth & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

John Bosworth & Associates, 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 JOHN BOSWORTH & ASSOCIATES, LLC.

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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

Knocking points off