How big is Bozeman Financial Advisors, LLC's plan?

Bozeman Financial Advisors, LLC's plan reported $280K in assets and 3 participants for 2024.

Original filing (PDF)20250530143822NAL0015652272001

Bozeman Financial Advisors, LLC

Name: Bozeman Financial Advisors, LLC — Bozeman Financial, Form 5500 (2024)
Creator: Bozeman Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bozeman Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · Bozeman Financial Advisors, LLC's Bozeman Financial Advisors, LLC 401(k) Plan held $280K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$280K

Net assets (EOY)

$280K

Plan identifiers

Bozeman Financial Advisors, LLC's EIN is 81-2278366.

EIN 81-2278366

Plan number 001

Plan year 2024

ACK ID 20250530143822NAL0015652272001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bozeman Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bozeman Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 BOZEMAN FINANCIAL ADVISORS, 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