How big is Boeckmann Advising and Consulting LLC's plan?

Boeckmann Advising and Consulting LLC's plan reported $190K in assets and 5 participants for 2024.

Original filing (PDF)20250708110102NAL0003886177001

Boeckmann Advising and Consulting LLC

Name: Boeckmann Advising and Consulting LLC — Boeckmann, Form 5500 (2024)
Creator: Boeckmann Advising and Consulting LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boeckmann Advising and Consulting LLC 401(k) Plan

401(k) retirement plan · Boeckmann Advising and Consulting LLC's Boeckmann Advising and Consulting LLC 401(k) Plan held $190K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$190K

Net assets (EOY)

$190K

People on this filing

Deborah MALM signed Boeckmann Advising and Consulting LLC's 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Boeckmann Advising and Consulting LLC's EIN is 92-2138830.

EIN 92-2138830

Plan number 001

Plan year 2024

ACK ID 20250708110102NAL0003886177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Boeckmann Advising and Consulting LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Boeckmann Advising and Consulting LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 BOECKMANN ADVISING AND CONSULTING 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

Helping the score