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BRUCE AND TOM (BAT) — BRUCE AND TOM (BAT) SIMP MPP, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250708180250NAL0007313520001
BRUCE AND TOM (BAT)
Form 5500-SF
FILING_RECEIVED
BRUCE AND TOM (BAT) SIMP MPP
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
1
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRUCE AND TOM (BAT)
.
Find decision makers
Plan sponsor
Name
BRUCE AND TOM (BAT)
EIN
94-3192158
Address
70 LUNDYS LN · SAN FRANCISCO, CA · 941105163
Phone
(415) 512-9281
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
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