How big is Bamboo Securities LLC's plan?

Bamboo Securities LLC's plan reported $25K in assets and 2 participants for 2024.

Original filing (PDF)20250721070737NAL0000497667001

Bamboo Securities LLC

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

Form 5500-SF

FILING_RECEIVED

Bamboo Securities LLC 401(k) Plan

401(k) retirement plan · Bamboo Securities LLC's Bamboo Securities LLC 401(k) Plan held $25K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

People on this filing

Shirley Horner signed Bamboo Securities LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Bamboo Securities LLC's EIN is 83-2633084.

EIN 83-2633084

Plan number 001

Plan year 2024

ACK ID 20250721070737NAL0000497667001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bamboo Securities LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Knocking points off