Original filing (PDF)20250423220139NAL0009813840079

BLEECKER & JONES, LLC

Name: BLEECKER & JONES, LLC — BLEECKER & JONES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: BLEECKER & JONES, LLC

Form 5500-SF

FILING_RECEIVED

BLEECKER & JONES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$64K

Net assets (EOY)

$64K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

BLEECKER & JONES, LLC

EIN

83-1911873all filings

Address

41 E. 11TH STREET · 11TH FLOOR · NEW YORK, NY · 10003

Phone

(646) 847-7668

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

NH TAX & BOOKKEEPING, LLC

NH TAX & BOOKKEEPING, LLC 401(K) PLAN

$64K · 10 participants

CLARITY BOOKKEEPING, LLC

CLARITY BOOKKEEPING, LLC 401(K) PLAN

$64K · 4 participants

L&S OPERATIONS LLC DBA STAT MEDICAL BILLING

STAT MEDICAL BILLING 401(K) PLAN

$64K · 4 participants

ACCOUNTING SOLUTIONS OF OHIO, LLC

ACCOUNTING SOLUTIONS OF OHIO 401(K) PLAN

$65K · 6 participants

TOPP ADVISORY INC.

TOPP ADVISORY INC. 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.