How big is Bristlecone Value Partners LLC's plan?

Bristlecone Value Partners LLC's plan reported $2.3M in assets and 3 participants for 2024.

Original filing (PDF)20250723113158NAL0001842547001

Bristlecone Value Partners LLC

Name: Bristlecone Value Partners LLC — Bristlecone Value, Form 5500 (2024)
Creator: Bristlecone Value Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bristlecone Value Partners, LLC

401(k) retirement plan · Bristlecone Value Partners LLC's Bristlecone Value Partners, LLC held $2.3M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

David Fleer signed Bristlecone Value Partners LLC's 2024 Form 5500 as plan administrator.

David Fleer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bristlecone Value Partners LLC's EIN is 77-0608548.

EIN 77-0608548

Plan number 001

Plan year 2024

ACK ID 20250723113158NAL0001842547001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bristlecone Value Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bristlecone Value Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRISTLECONE VALUE PARTNERS LLC.

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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