Original filing (PDF)20250612220240NAL0017411521001

BRISTOL CAPITAL ADVISORS, L.L.C.

Name: BRISTOL CAPITAL ADVISORS, L.L.C. — BRISTOL CAPITAL ADVISORS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BRISTOL CAPITAL ADVISORS, L.L.C.

Form 5500-SF

FILING_RECEIVED

BRISTOL CAPITAL ADVISORS PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 BRISTOL CAPITAL ADVISORS, L.L.C..

Plan sponsor

Name

BRISTOL CAPITAL ADVISORS, L.L.C.

EIN

95-4793453

Address

555 MARIN STREET, SUITE 140 · THOUSAND OAKS, CA · 91360

Phone

(323) 960-3801

Industry

Finance & Insurancesee 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

2025-06-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

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