How big is Bottoms Financial's plan?

Bottoms Financial's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20250916102429NAL0004124306001

Bottoms Financial

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

Form 5500-SF

FILING_RECEIVED

Bottoms Financial 401(k) Plan

401(k) retirement plan · Bottoms Financial's Bottoms Financial 401(k) Plan held $1.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

OREN Bottoms signed Bottoms Financial's 2024 Form 5500 as plan administrator.

OREN Bottoms — 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

Bottoms Financial's EIN is 84-2556443.

EIN 84-2556443

Plan number 001

Plan year 2024

ACK ID 20250916102429NAL0004124306001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bottoms Financial'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 BOTTOMS FINANCIAL.

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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