How big is Bauerschmidt & Sons, Inc.'s plan?

Bauerschmidt & Sons, Inc.'s plan reported $7.7M in assets and 7 participants for 2024.

Original filing (PDF)20251010130839NAL0004636035001

Bauerschmidt & Sons, Inc.

Name: Bauerschmidt & Sons, Inc. — Bauerschmidt & Sons, Form 5500 (2024)
Creator: Bauerschmidt & Sons, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bauerschmidt & Sons, Inc. Retirement Plan

401(k) retirement plan · Bauerschmidt & Sons, Inc.'s Bauerschmidt & Sons, Inc. Retirement Plan held $7.7M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

Robert Bauerschmidt signed Bauerschmidt & Sons, Inc.'s 2024 Form 5500 as plan administrator.

Robert Bauerschmidt — 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

Bauerschmidt & Sons, Inc.'s EIN is 11-2287095.

EIN 11-2287095

Plan number 001

Plan year 2024

ACK ID 20251010130839NAL0004636035001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bauerschmidt & Sons, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

BAUERSCHMIDT & SONS, INC.

EIN

all filings

Address

119-20 MERRICK BOULEVARD · ST. ALBANS, NY · 11434

Phone

(718) 528-3500

Industry

Professional & Technical Services

Plan administrator