Original filing (PDF)20250320113716NAL0006648833001

BAZAN, HUERTA & ASSOCIATES

Name: BAZAN, HUERTA & ASSOCIATES — BAZAN, HUERTA & ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BAZAN, HUERTA & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

BAZAN, HUERTA & ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$694K

Net assets (EOY)

$694K

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 (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BAZAN, HUERTA & ASSOCIATES

EIN

20-5056584all filings

Address

5345 E. OLYMPIC BLVD · LOS ANGELES, CA · 90022

Phone

(323) 725-7193

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