How big is Baldridge Investment Group, Inc.'s plan?

Baldridge Investment Group, Inc.'s plan reported $1.2M in assets and 1 participants for 2024.

Original filing (PDF)20251113130447NAL0002959746001

Baldridge Investment Group, Inc.

Name: Baldridge Investment Group, Inc. — Cresp Plan for, Form 5500 (2024)
Creator: Baldridge Investment Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cresp Plan for Baldridge Investment Group, Inc.

Health & welfare plan · Baldridge Investment Group, Inc.'s Cresp Plan for Baldridge Investment Group, Inc. held $1.2M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Baldridge Investment Group, Inc.'s EIN is 26-4214508.

EIN 26-4214508

Plan number 501

Plan year 2024

ACK ID 20251113130447NAL0002959746001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Baldridge Investment Group, Inc.'s plan includes health coverage, life insurance, dental coverage, vision coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score

Average plan with room to improve

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 55% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

n/a

Knocking points off