How big is Bristol Capital Advisors, L.L.C.'s plan?

Bristol Capital Advisors, L.L.C.'s plan reported $2.9M in assets and 2 participants for 2024.

Original filing (PDF)20250612220240NAL0017411521001

Bristol Capital Advisors, L.L.C.

Name: Bristol Capital Advisors, L.L.C. — Bristol Capital, Form 5500 (2024)
Creator: Bristol Capital Advisors, L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bristol Capital Advisors Profit Sharing Plan

Defined-contribution retirement plan · Bristol Capital Advisors, L.L.C.'s Bristol Capital Advisors Profit Sharing Plan held $2.9M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Diana Derycz-Kessler signed Bristol Capital Advisors, L.L.C.'s 2024 Form 5500 as plan administrator.

Diana Derycz-Kessler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bristol Capital Advisors, L.L.C.'s EIN is 95-4793453.

EIN 95-4793453

Plan number 001

Plan year 2024

ACK ID 20250612220240NAL0017411521001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bristol Capital Advisors, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bristol Capital Advisors, L.L.C.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRISTOL CAPITAL ADVISORS, L.L.C..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

BRISTOL CAPITAL ADVISORS, L.L.C.

EIN

all filings

Address

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

Phone

(323) 960-3801

Industry

Finance & Insurance

Plan administrator