How big is Baumgartner, Inc.'s plan?

Baumgartner, Inc.'s plan reported $6.0M in assets and 15 participants for 2024.

Original filing (PDF)20250509142617NAL0009988515001

Baumgartner, Inc.

Name: Baumgartner, Inc. — Baumgartner, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Baumgartner, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Baumgartner, Inc. 401(k) Plan

401(k) retirement plan · Baumgartner, Inc.'s Baumgartner, Inc. 401(k) Plan held $6.0M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Joseph E Baumgartner signed Baumgartner, Inc.'s 2024 Form 5500 as plan administrator.

Joseph E Baumgartner — 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

Baumgartner, Inc.'s EIN is 02-0541617.

EIN 02-0541617

Plan number 001

Plan year 2024

ACK ID 20250509142617NAL0009988515001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Baumgartner, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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