Original filing (PDF)20250512091744NAL0012560883001

BATTIATA & COMPANY, P.C.

Name: BATTIATA & COMPANY, P.C. — BATTIATA & CO 401(K) PLAN, Form 5500 (2024)
Creator: BATTIATA & COMPANY, P.C.

Form 5500-SF

FILING_RECEIVED

BATTIATA & CO 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$998K

Net assets (EOY)

$998K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BATTIATA & COMPANY, P.C..

Plan sponsor

Name

BATTIATA & COMPANY, P.C.

EIN

27-4366498

Address

104 S. WASHINGTON ST. · OXFORD, MI · 48371

Phone

(248) 628-5200

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-05-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

WATKINS & ASSOCIATES, PA

WATKINS & ASSOCIATES, PA 401(K) PROFIT SHARING PLAN

$998K · 4 participants

THOMAS MCNULTY CPA LLC

THOMAS MCNULTY CPA LLC CASH BALANCE PLAN

$999K · 4 participants

COLLIER, FOX AND ASSOCIATES, P.C.

COLLIER, FOX AND ASSOCIATES, P.C. EMPLOYEES RETIREMENT PLAN

$999K · 4 participants

FALCETTA, WACHTEL & KNOCHENHAUER

FALCETTA, WACHTEL & KNOCHENHAUER 401(K) PLAN

$997K · 3 participants

CLENNEY & LUKE P.C.

CLENNEY & LUKE, P.C.401(K)PLAN