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Original filing (PDF)20251015123653NAL0004553569001
BAUER EQUITY PARTNERS
Form 5500
FILING_RECEIVED
BAUER EQUITY PARTNERS 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
161
Accounts w/ balance
176
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAUER EQUITY PARTNERS.
Plan sponsor
Name
BAUER EQUITY PARTNERS
EIN
26-4809716
Address
4630 W FLORISSANT AVE · SAINT LOUIS, MO · 631152233
Phone
(314) 267-6062
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MAHER & COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $17K | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| JANUS FUNDS | 43-1804048 | — | NONE | $0 | — |
| ALL SPRING GLOBAL | — | SAN FRANCISCO, CA | NONE | $0 | — |
| PRUDENTIAL FUNDS | — | PITTSBURGH, PA | NONE | $0 | — |
Investments
16 direct securities· $3.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2055 INV MUTUAL FUND | — | — | — | $950K | 24.5% | |
| T. ROWE PRICE RETIREMENT 2060 INV MUTUAL FUND | — | — | — | $811K | 20.9% | |
| T. ROWE PRICE RETIREMENT 2045 INV MUTUAL FUND | — | — | — | $503K | 13.0% | |
| T. ROWE PRICE RETIREMENT 2050 INV MUTUAL FUND | — | — | — | $494K | 12.8% | |
| T. ROWE PRICE RETIREMENT 2040 INV MUTUAL FUND | — | — | — | $270K | 7.0% | |
| T. ROWE PRICE RETIREMENT 2065 INV MUTUAL FUND | — | — | — | $193K | 5.0% | |
| T. ROWE PRICE RETIREMENT 2030 INV MUTUAL FUND | — | — | — | $173K | 4.5% | |
| T. ROWE PRICE RETIREMENT 2025 INV MUTUAL FUND | — | — | — | $172K | 4.4% | |
| T. ROWE PRICE RETIREMENT 2020 INV MUTUAL FUND | — | — | — | $85K | 2.2% | |
| FIDELITY 500 INDEX MUTUAL FUND | — | — | — | $69K | 1.8% | |
| T. ROWE PRICE RETIREMENT 2035 INV MUTUAL FUND | — | — | — | $50K | 1.3% | |
| JPMORGAN CORE BOND FUND R6 MUTUAL FUND | — | — | — | $25K | 0.6% | |
| FIDELITY MID CAP INDEX MUTUAL FUND | — | — | — | $23K | 0.6% | |
| FIDELITY INTERNATIONAL INDEX MUTUAL FUND | — | — | — | $21K | 0.5% | |
| FIDELITY SMALL CAP INDEX MUTUAL FUND | — | — | — | $20K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 MUTUAL FUND | — | — | — | $8K | 0.2% |
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