· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HICKOK & BOARDMAN CAPITAL MANAGEMENT, INC. — HICKOK & BOARDMAN CAPITAL MANAGEMENT, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250910084238NAL0044790690001
HICKOK & BOARDMAN CAPITAL MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
HICKOK & BOARDMAN CAPITAL MANAGEMENT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
13
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HICKOK & BOARDMAN CAPITAL MANAGEMENT, INC.
.
Find decision makers
Plan sponsor
Name
HICKOK & BOARDMAN CAPITAL MANAGEMENT, INC.
EIN
84-2510715
Address
346 SHELBURNE ROAD, 5TH FLOOR · BURLINGTON, VT · 05401
Phone
(802) 488-8719
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
JAMES INVESTMENT RESEARCH INC
JAMES INVESTMENT RESEARCH INC 401(K) PROFIT SHARING PLAN & TRUST
$10.4M · 14 participants
AQUILO PARTNERS, LP
AQUILO PARTNERS, L.P. 401(K) PROFIT SHARING PLAN
$10.4M · 10 participants
FOCUS HOLDINGS USA, INC.
FOCUS HOLDINGS USA, INC. RETIREMENT PLAN
$10.4M · 42 participants
EARLYBIRDCAPITAL, INC
EARLYBIRDCAPITAL, INC. 401(K) AND PROFIT SHARING PLAN
$10.5M · 21 participants
BRUCKMANN, ROSSER, SHERRILL & CO. MANAGEMENT, LP
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BRUCKMANN, ROSSER, SHERRILL & CO. MANAGEMENT, LP 401(K) PROFIT SHARING PLAN
$10.2M · 11 participants
ANGLE ADVISORS, LLC
ANGLE ADVISORS, LLC 401(K) PLAN
$10.1M · 26 participants
Large plans in Vermont
THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN
THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN
$2.2B · 13,241 participants
VERMONT INFORMATION PROCESSING, INC.
VERMONT INFORMATION PROCESSING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$676.1M · 585 participants
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
MIDDLEBURY COLLEGE CORE RETIREMENT PLAN
$573.5M · 1,539 participants
NATIONAL LIFE INSURANCE COMPANY
NATIONAL LIFE GROUP 401(K) PLAN
$335.3M · 1,512 participants
KING ARTHUR BAKING COMPANY, INC.
KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN
$328.2M · 296 participants
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN
$311.8M · 1,039 participants
