Original filing (PDF)20250630113802NAL0028690258001

BONEFISH & TARPON UNLIMITED DBA BONEFISH & TARPON TRUST

Name: BONEFISH & TARPON UNLIMITED DBA BONEFISH & TARPON TRUST — BONEFISH & TARPON TRUST 401(K) PLAN, Form 5500 (2024)
Creator: BONEFISH & TARPON UNLIMITED DBA BONEFISH & TARPON TRUST

Form 5500-SF

FILING_RECEIVED

BONEFISH & TARPON TRUST 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$400K

Net assets (EOY)

$400K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BONEFISH & TARPON UNLIMITED DBA BONEFISH & TARPON TRUST.

Plan sponsor

Name

BONEFISH & TARPON UNLIMITED DBA BONEFISH & TARPON TRUST

EIN

65-0988321

Address

135 SAN LORENZO AVENUE, SUITE 860 · CORAL GABLES, FL · 33146

Phone

(786) 618-9479

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator