How big is Bourne Capital Partners' plan?

Bourne Capital Partners' plan reported $3.7M in assets and 86 participants for 2024.

Original filing (PDF)20250729111410NAL0007250690001

Bourne Capital Partners

Name: Bourne Capital Partners — Bourne Affiliated, Form 5500 (2024)
Creator: Bourne Capital Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bourne Affiliated Companies 401(k) Plan

401(k) retirement plan · Bourne Capital Partners' Bourne Affiliated Companies 401(k) Plan held $3.7M in plan assets for 86 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Raymond F. Bourne signed Bourne Capital Partners' 2024 Form 5500 as plan administrator.

Raymond F. Bourne — 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

Bourne Capital Partners' EIN is 56-2274608.

EIN 56-2274608

Plan number 001

Plan year 2024

ACK ID 20250729111410NAL0007250690001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bourne Capital Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bourne Capital Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 CAPITAL PARTNERS.

Finding similar companies…

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