How big is Paul K. BATT, LLC's plan?

Paul K. BATT, LLC's plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250418131602NAL0002618865001

Paul K. BATT, LLC

Name: Paul K. BATT, LLC — Phocus Retirement Services, Form 5500 (2024)
Creator: Paul K. BATT, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phocus Retirement Services 401(k) Plan

401(k) retirement plan · Paul K. BATT, LLC's Phocus Retirement Services 401(k) Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Paul BATT signed Paul K. BATT, LLC's 2024 Form 5500 as plan administrator.

Paul BATT — 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

Paul K. BATT, LLC's EIN is 20-2533933.

EIN 20-2533933

Plan number 001

Plan year 2024

ACK ID 20250418131602NAL0002618865001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Paul K. BATT, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Paul K. BATT, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAUL K. BATT, LLC.

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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