How big is The Billfish Foundation's plan?

The Billfish Foundation's plan reported $472K in assets and 6 participants for 2025.

Original filing (PDF)20260514072627NAL0016240674001

The Billfish Foundation

Name: The Billfish Foundation — The Billfish Foundation, Form 5500 (2025)
Creator: The Billfish Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Billfish Foundation 401(k) Profit Sharing Plan

401(k) retirement plan · The Billfish Foundation's The Billfish Foundation 401(k) Profit Sharing Plan held $472K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$472K

Net assets (EOY)

$472K

People on this filing

Adrienne KATZ signed The Billfish Foundation's 2025 Form 5500 as plan administrator.

Adrienne KATZ — 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

The Billfish Foundation's EIN is 59-2694327.

EIN 59-2694327

Plan number 001

Plan year 2025

ACK ID 20260514072627NAL0016240674001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Billfish Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Billfish Foundation'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 THE BILLFISH FOUNDATION.

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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