How big is Bill Austin & Associates, Inc.'s plan?

Bill Austin & Associates, Inc.'s plan reported $1.2M in assets and 42 participants for 2025.

Original filing (PDF)20260422061744NAL0007218690001

Bill Austin & Associates, Inc.

Name: Bill Austin & Associates, Inc. — BAA 401(k) Plan, Form 5500 (2025)
Creator: Bill Austin & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BAA 401(k) Plan

401(k) retirement plan · Bill Austin & Associates, Inc.'s BAA 401(k) Plan held $1.2M in plan assets for 42 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

DEE Ratza signed Bill Austin & Associates, Inc.'s 2025 Form 5500 as plan administrator.

DEE Ratza — 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

Bill Austin & Associates, Inc.'s EIN is 35-1987857.

EIN 35-1987857

Plan number 001

Plan year 2025

ACK ID 20260422061744NAL0007218690001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bill Austin & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bill Austin & Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BILL AUSTIN & ASSOCIATES, INC..

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Plan health score

Above-average plan

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

Knocking points off