How big is Babcock Associates, Ltd.'s plan?

Babcock Associates, Ltd.'s plan reported $852K in assets and 7 participants for 2025.

Original filing (PDF)20260515154013NAL0011908416001

Babcock Associates, Ltd.

Name: Babcock Associates, Ltd. — Babcock Associates, Ltd., Form 5500 (2025)
Creator: Babcock Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Babcock Associates, Ltd. 401(k) Plan

401(k) retirement plan · Babcock Associates, Ltd.'s Babcock Associates, Ltd. 401(k) Plan held $852K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$852K

Net assets (EOY)

$852K

People on this filing

Lynzee Fujimoto signed Babcock Associates, Ltd.'s 2025 Form 5500 as plan administrator.

Lynzee Fujimoto — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Babcock Associates, Ltd.'s EIN is 33-0009199.

EIN 33-0009199

Plan number 001

Plan year 2025

ACK ID 20260515154013NAL0011908416001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Babcock Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Babcock Associates, Ltd.'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 BABCOCK ASSOCIATES, LTD..

Finding similar companies…

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