How big is Baumer, Ltd.'s plan?

Baumer, Ltd.'s plan reported $2.6M in assets and 30 participants for 2024.

Original filing (PDF)20250710200118NAL0009636112001

Baumer, Ltd.

Name: Baumer, Ltd. — Baumer Ltd. 401 K Profit Sharing Plan, Form 5500 (2024)
Creator: Baumer, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Baumer Ltd. 401 K Profit Sharing Plan Trust

401(k) retirement plan · Baumer, Ltd.'s Baumer Ltd. 401 K Profit Sharing Plan Trust held $2.6M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Judith Sanchez signed Baumer, Ltd.'s 2024 Form 5500 as plan administrator.

Judith Sanchez — 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

Baumer, Ltd.'s EIN is 06-1245883.

EIN 06-1245883

Plan number 001

Plan year 2024

ACK ID 20250710200118NAL0009636112001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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