How big is Beard Kultgen Brophy Bostwick & Dickson, PLLC's plan?

Beard Kultgen Brophy Bostwick & Dickson, PLLC's plan reported $10.9M in assets and 33 participants for 2024.

Original filing (PDF)20250929084432NAL0013604512001

Beard Kultgen Brophy Bostwick & Dickson, PLLC

Name: Beard Kultgen Brophy Bostwick & Dickson, PLLC — Form 5500 Plan 001 (2024)
Creator: Beard Kultgen Brophy Bostwick & Dickson, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beard Kultgen Brophy Bostwick & Dickson, PLLC 401(k) Plan

401(k) retirement plan · Beard Kultgen Brophy Bostwick & Dickson, PLLC's Beard Kultgen Brophy Bostwick & Dickson, PLLC 401(k) Plan held $10.9M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

Plan identifiers

Beard Kultgen Brophy Bostwick & Dickson, PLLC's EIN is 87-0692231.

EIN 87-0692231

Plan number 001

Plan year 2024

ACK ID 20250929084432NAL0013604512001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beard Kultgen Brophy Bostwick & Dickson, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beard Kultgen Brophy Bostwick & Dickson, PLLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEARD KULTGEN BROPHY BOSTWICK & DICKSON, PLLC.

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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