Original filing (PDF)20250723092335NAL0008125186001

BOGART CAPITAL SERVICES, LLC

Name: BOGART CAPITAL SERVICES, LLC — BOGART CAPITAL SERVICES, LLC SAVINGS PLAN, Form 5500 (2024)
Creator: BOGART CAPITAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

BOGART CAPITAL SERVICES, LLC SAVINGS PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$279K

Net assets (EOY)

$279K

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 BOGART CAPITAL SERVICES, LLC.

Plan sponsor

Name

BOGART CAPITAL SERVICES, LLC

EIN

66-0862286

Address

1060 ASHFORD AVE · PH1 · SAN JUAN, PR · 00907

Phone

(787) 417-7210

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3C · Not intended to be qualified

2F · ERISA section 404(c)

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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