How big is J. Bates and SON, LLC's plan?

J. Bates and SON, LLC's plan reported $4.5M in assets and 70 participants for 2024.

Original filing (PDF)20250714123738NAL0000875907001

J. Bates and SON, LLC

Name: J. Bates and SON, LLC — J. Bates and SON, LLC 401(k), Form 5500 (2024)
Creator: J. Bates and SON, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J. Bates and SON, LLC 401(k) Plan

401(k) retirement plan · J. Bates and SON, LLC's J. Bates and SON, LLC 401(k) Plan held $4.5M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Michael C. Bates signed J. Bates and SON, LLC's 2024 Form 5500 as plan administrator.

Michael C. Bates — 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

J. Bates and SON, LLC's EIN is 20-4129961.

EIN 20-4129961

Plan number 001

Plan year 2024

ACK ID 20250714123738NAL0000875907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J. Bates and SON, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J. Bates and SON, LLC'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 J. BATES AND SON, 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