How big is Bolen Fransen Cutts LLP's plan?

Bolen Fransen Cutts LLP's plan reported $6.0M in assets and 4 participants for 2022.

Original filing (PDF)20230417114513NAL0009876257001

Bolen Fransen Cutts LLP

Name: Bolen Fransen Cutts LLP — Bolen Fransen Cutts LLP, Form 5500 (2022)
Creator: Bolen Fransen Cutts LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bolen Fransen Cutts LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Bolen Fransen Cutts LLP's Bolen Fransen Cutts LLP 401(k) Profit Sharing Plan held $6.0M in plan assets for 4 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan identifiers

Bolen Fransen Cutts LLP's EIN is 77-0144547.

EIN 77-0144547

Plan number 001

Plan year 2022

ACK ID 20230417114513NAL0009876257001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Bolen Fransen Cutts LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Bolen Fransen Cutts LLP's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOLEN FRANSEN CUTTS LLP.

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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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

BOLEN FRANSEN CUTTS LLP

EIN

all filings

Address

5088 N. FRUIT AVENUE SUITE 101 · FRESNO, CA · 93711

Phone

(559) 226-8177

Industry

Law Offices· Professional & Technical Services

Plan administrator