How big is W.H. Bagshaw Co., Inc.'s plan?

W.H. Bagshaw Co., Inc.'s plan reported $1.0M in assets and 37 participants for 2025.

Original filing (PDF)20260302161613NAL0001238081002

W.H. Bagshaw Co., Inc.

Name: W.H. Bagshaw Co., Inc. — W.H. Bagshaw Co., Inc., Form 5500 (2025)
Creator: W.H. Bagshaw Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

W.H. Bagshaw Co., Inc. 401(k) Retirement Plan

401(k) retirement plan · W.H. Bagshaw Co., Inc.'s W.H. Bagshaw Co., Inc. 401(k) Retirement Plan held $1.0M in plan assets for 37 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Mark Charest signed W.H. Bagshaw Co., Inc.'s 2025 Form 5500 as plan administrator.

Mark Charest — 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

W.H. Bagshaw Co., Inc.'s EIN is 02-0219423.

EIN 02-0219423

Plan number 003

Plan year 2025

ACK ID 20260302161613NAL0001238081002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for W.H. Bagshaw Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

W.H. Bagshaw Co., Inc.'s plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for W.H. BAGSHAW CO., INC..

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Plan health score

Above-average plan

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

Knocking points off