How big is Posternak Bauer Associates, Inc.'s plan?

Posternak Bauer Associates, Inc.'s plan reported $1.8M in assets and 13 participants for 2024.

Original filing (PDF)20250814123958NAL0027915586001

Posternak Bauer Associates, Inc.

Name: Posternak Bauer Associates, Inc. — Posternak Bauer, Form 5500 (2024)
Creator: Posternak Bauer Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Posternak Bauer Associates, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Posternak Bauer Associates, Inc.'s Posternak Bauer Associates, Inc. 401(k) Profit Sharing Plan held $1.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Posternak Bauer Associates, Inc.'s EIN is 13-3465958.

EIN 13-3465958

Plan number 001

Plan year 2024

ACK ID 20250814123958NAL0027915586001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Posternak Bauer Associates, 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 POSTERNAK BAUER ASSOCIATES, 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

Knocking points off