How big is Baldon Group Inc.'s plan?

Baldon Group Inc.'s plan reported $771K in assets and 5 participants for 2024.

Original filing (PDF)20250903140054NAL0015254033001

Baldon Group Inc.

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

Form 5500-SF

FILING_RECEIVED

Baldon Group Inc. 401(k) Plan

401(k) retirement plan · Baldon Group Inc.'s Baldon Group Inc. 401(k) Plan held $771K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$771K

Net assets (EOY)

$771K

People on this filing

Andrea Barry signed Baldon Group Inc.'s 2024 Form 5500 as plan administrator.

Andrea Barry — 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

Baldon Group Inc.'s EIN is 11-3520842.

EIN 11-3520842

Plan number 001

Plan year 2024

ACK ID 20250903140054NAL0015254033001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Baldon Group Inc.'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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

BALDON GROUP INC

EIN

all filings

Address

ONE SOUTH OCEAN AVE · SUITE 206 · PATCHOGUE, NY · 11772

Phone

(631) 289-8822

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator