Original filing (PDF)20250811154200NAL0021110642001

BUNDY & BEVILACQUA

Name: BUNDY & BEVILACQUA — BUNDY & BEVILACQUA SAFE HARBOR, Form 5500 (2023)
Creator: BUNDY & BEVILACQUA

Form 5500-SF

FILING_RECEIVED

BUNDY & BEVILACQUA SAFE HARBOR

401(k) retirement plan

Signals · 1

Late filing · 11.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUNDY & BEVILACQUA.

Plan sponsor

Name

BUNDY & BEVILACQUA

EIN

95-3454110

Address

2150 AGATE COURT · SIMI VALLEY, CA · 93065

Phone

(805) 581-1671

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-09-30

Filed

2025-08-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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