How big is Bortlock, LLC's plan?

Bortlock, LLC's plan reported $965K in assets and 7 participants for 2024.

Original filing (PDF)20251014050209NAL0002129201001

Bortlock, LLC

Name: Bortlock, LLC — The Brokery 401(k) Profit Sharing, Form 5500 (2024)
Creator: Bortlock, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Brokery 401(k) Profit Sharing Plan

401(k) retirement plan · Bortlock, LLC's The Brokery 401(k) Profit Sharing Plan held $965K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$965K

Net assets (EOY)

$965K

Plan identifiers

Bortlock, LLC's EIN is 82-3529506.

EIN 82-3529506

Plan number 001

Plan year 2024

ACK ID 20251014050209NAL0002129201001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bortlock, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BORTLOCK, 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