· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BRUCE AND TOM (BAT) — BRUCE AND TOM (BAT) SIMPLIFIED PSP, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250708175731NAL0004234577001
BRUCE AND TOM (BAT)
Form 5500-SF
FILING_RECEIVED
BRUCE AND TOM (BAT) SIMPLIFIED PSP
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
1
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
2E · Profit-sharing
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
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
TERRAZIGN, INC.
TERRAZIGN INC 401(K) P/S PLAN AND TRUST
$2.0M · 16 participants
DEEP RIVER PARTNERS, LTD
DEEP RIVER PARTNERS, LTD CASH BALANCE PLAN AND TRUST
$2.0M · 11 participants
EXANTE360, INC.
EXANTE360 401(K) PLAN
$2.0M · 24 participants
3TC DESIGN, LLC
3TC DESIGN, LLC 401(K) PLAN
$2.0M · 8 participants
MAURO & MAURO DESIGN, INC.
MAURO & MAURO DESIGN, INC. PENSION PLAN
$2.0M · 2 participants
90
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.
KERRY JOYCE ASSOCIATES, INC.
KERRY JOYCE ASSOCIATES, INC. PROFIT SHARING PLAN
$2.0M · 18 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
