How big is Borgman Capital LLC's plan?

Borgman Capital LLC's plan reported $512K in assets and 12 participants for 2024.

Original filing (PDF)20250627114454NAL0009374401001

Borgman Capital LLC

Name: Borgman Capital LLC — Borgman Capital 401(k) Plan, Form 5500 (2024)
Creator: Borgman Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Borgman Capital 401(k) Plan

401(k) retirement plan · Borgman Capital LLC's Borgman Capital 401(k) Plan held $512K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$512K

Net assets (EOY)

$512K

People on this filing

John Ansay signed Borgman Capital LLC's 2024 Form 5500 as plan administrator.

John Ansay — 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

Borgman Capital LLC's EIN is 81-4996677.

EIN 81-4996677

Plan number 001

Plan year 2024

ACK ID 20250627114454NAL0009374401001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Borgman Capital 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 BORGMAN CAPITAL 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