Original filing (PDF)20251013175718NAL0001701329001

BULLOCK & ASSOCIATES

Name: BULLOCK & ASSOCIATES — BULLOCK & COFFMAN 401K PLAN, Form 5500 (2024)
Creator: BULLOCK & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

BULLOCK & COFFMAN 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$211K

Net assets (EOY)

$211K

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

Decision-maker contacts

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

Plan sponsor

Name

BULLOCK & ASSOCIATES

EIN

61-1331895

Address

234 N LIMESTONE · LEXINGTON, KY · 40507

Phone

(859) 948-3101

Industry