Original filing (PDF)20260526075431NAL0006115393001

BAUM & Beaulieu Associates Inc.

Name: BAUM & Beaulieu Associates Inc. — BAUM & Beaulieu, Form 5500 (2025)
Creator: BAUM & Beaulieu Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BAUM & Beaulieu Associates Inc. Retirement Trust

401(k) retirement plan · BAUM & Beaulieu Associates Inc.'s BAUM & Beaulieu Associates Inc. Retirement Trust held $1.5M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAUM & BEAULIEU ASSOCIATES INC..

Plan sponsor

Name

BAUM & BEAULIEU ASSOCIATES INC.

EIN

20-3856165all filings

Address

46 OCONNELL CT · BOX 582 · GREAT RIVER, NY · 11739

Phone

(631) 277-3249

Industry