Original filing (PDF)20241031223845NAL0003713536001

BINGHAM, OSBORN & SCARBOROUGH LLC

Name: BINGHAM, OSBORN & SCARBOROUGH LLC — BOS 401K PLAN, Form 5500 (2023)
Creator: BINGHAM, OSBORN & SCARBOROUGH LLC

Form 5500-SF

FILING_RECEIVED

BOS 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BINGHAM, OSBORN & SCARBOROUGH LLC.

Plan sponsor

Name

BINGHAM, OSBORN & SCARBOROUGH LLC

EIN

94-3241802

Address

345 CALIFORNIA STREET,SUITE 1100 · SAN FRANCISCO, CA · 941042618

Phone

(415) 781-8535

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-29

Filed

2024-10-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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