How big is Bullock & Associates' plan?

Bullock & Associates' plan reported $211K in assets and 2 participants for 2024.

Original filing (PDF)20251013175718NAL0001701329001

Bullock & Associates

Name: Bullock & Associates — Bullock & Coffman 401(k) Plan, Form 5500 (2024)
Creator: Bullock & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bullock & Coffman 401(k) Plan

401(k) retirement plan · Bullock & Associates' Bullock & Coffman 401(k) Plan held $211K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$211K

Net assets (EOY)

$211K

Plan identifiers

Bullock & Associates' EIN is 61-1331895.

EIN 61-1331895

Plan number 001

Plan year 2024

ACK ID 20251013175718NAL0001701329001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bullock & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bullock & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Plan sponsor

Name

BULLOCK & ASSOCIATES

EIN

all filings

Address

234 N LIMESTONE · LEXINGTON, KY · 40507

Phone

(859) 948-3101

Industry

Professional & Technical Services

Plan administrator