How big is Bristlecone Investments, Ltd.'s plan?

Bristlecone Investments, Ltd.'s plan reported $1.1M in assets and 61 participants for 2024.

Original filing (PDF)20250702090559NAL0012753937001

Bristlecone Investments, Ltd.

Name: Bristlecone Investments, Ltd. — Bristlecone, Form 5500 (2024)
Creator: Bristlecone Investments, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bristlecone Investments 401(k) Plan

401(k) retirement plan · Bristlecone Investments, Ltd.'s Bristlecone Investments 401(k) Plan held $1.1M in plan assets for 61 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Shirley Horner signed Bristlecone Investments, Ltd.'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

Bristlecone Investments, Ltd.'s EIN is 84-4126848.

EIN 84-4126848

Plan number 001

Plan year 2024

ACK ID 20250702090559NAL0012753937001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bristlecone Investments, Ltd.'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 BRISTLECONE INVESTMENTS, LTD.

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Plan health score

Above-average plan

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