How big is Bogan Asset Management's plan?

Bogan Asset Management's plan reported $6K in assets and 2 participants for 2025.

Original filing (PDF)20260511220455NAL0006303185041

Bogan Asset Management

Name: Bogan Asset Management — Bogan Asset Management, Form 5500 (2025)
Creator: Bogan Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bogan Asset Management 401(k) Plan

401(k) retirement plan · Bogan Asset Management's Bogan Asset Management 401(k) Plan held $6K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

Plan identifiers

Bogan Asset Management's EIN is 93-3472972.

EIN 93-3472972

Plan number 001

Plan year 2025

ACK ID 20260511220455NAL0006303185041

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bogan Asset Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bogan Asset Management'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 BOGAN ASSET MANAGEMENT.

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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