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BALDRIDGE INVESTMENT GROUP, INC. — CRESP PLAN FOR BALDRIDGE INVESTMENT GROUP, INC., Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251113130447NAL0002959746001
BALDRIDGE INVESTMENT GROUP, INC.
Form 5500-SF
FILING_RECEIVED
CRESP PLAN FOR BALDRIDGE INVESTMENT GROUP, INC.
Health & welfare plan
Active participants
1
Accounts w/ balance
0
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BALDRIDGE INVESTMENT GROUP, INC.
.
Find decision makers
Plan sponsor
Name
BALDRIDGE INVESTMENT GROUP, INC.
EIN
26-4214508
Address
1522 WEST LN. · DEL MAR, CA · 92014
Phone
(760) 420-7422
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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