How big is Batali Ranch, Inc.'s plan?

Batali Ranch, Inc.'s plan reported $669K in assets and 4 participants for 2024.

Original filing (PDF)20250911131234NAL0000799440001

Batali Ranch, Inc.

Name: Batali Ranch, Inc. — Batali Ranch, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Batali Ranch, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Batali Ranch, Inc. 401(k) Plan

401(k) retirement plan · Batali Ranch, Inc.'s Batali Ranch, Inc. 401(k) Plan held $669K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$669K

Net assets (EOY)

$669K

Plan identifiers

Batali Ranch, Inc.'s EIN is 26-3938908.

EIN 26-3938908

Plan number 001

Plan year 2024

ACK ID 20250911131234NAL0000799440001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Batali Ranch, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

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 (97th percentile).

Plan sponsor

Name

BATALI RANCH, INC.

EIN

all filings

Address

353 MORRO HILLS ROAD · FALLBROOK, CA · 92028

Phone

(760) 990-4705

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator