How big is Bakewell & Mulhare, LLC's plan?

Bakewell & Mulhare, LLC's plan reported $1.3M in assets and 6 participants for 2024.

Original filing (PDF)20250415144044NAL0001556707001

Bakewell & Mulhare, LLC

Name: Bakewell & Mulhare, LLC — Bakewell & Mulhare, LLC, Form 5500 (2024)
Creator: Bakewell & Mulhare, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bakewell & Mulhare, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Bakewell & Mulhare, LLC's Bakewell & Mulhare, LLC 401(k) Profit Sharing Plan held $1.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Bakewell & Mulhare, LLC's EIN is 27-3305747.

EIN 27-3305747

Plan number 001

Plan year 2024

ACK ID 20250415144044NAL0001556707001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bakewell & Mulhare, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bakewell & Mulhare, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAKEWELL & MULHARE, LLC.

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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 (88th percentile).

Plan sponsor

Name

BAKEWELL & MULHARE, LLC

EIN

all filings

Address

19 MAIN STREET · NEW MILFORD, CT · 06776

Phone

(860) 355-4076

Industry

CPA Offices· Professional & Technical Services

Plan administrator