Original filing (PDF)20251125105316NAL0005000400001

BOURGEOIS BENNETT, L.L.C.

Name: BOURGEOIS BENNETT, L.L.C. — BOURGEOIS BENNETT, L.L.C. 401K P/S PLAN, Form 5500 (2024)
Creator: BOURGEOIS BENNETT, L.L.C.

Form 5500-SF

FILING_RECEIVED

BOURGEOIS BENNETT, L.L.C. 401K P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.1M

Net assets (EOY)

$19.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOURGEOIS BENNETT, L.L.C..

Plan sponsor

Name

BOURGEOIS BENNETT, L.L.C.

EIN

72-0136870

Address

111 VETERANS BLVD., SUITE 1700 · METAIRIE, LA · 700050000

Phone

(504) 831-4949

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-11-25

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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