How big is BA Holdings, LLC's plan?

BA Holdings, LLC's plan reported $1.5M in assets and 4 participants for 2024.

Original filing (PDF)20250506171953NAL0006149507001

BA Holdings, LLC

Name: BA Holdings, LLC — BA Holdings, LLC DBA Beach House, Form 5500 (2024)
Creator: BA Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BA Holdings, LLC DBA Beach House Wealth Management Retirement Plan

401(k) retirement plan · BA Holdings, LLC's BA Holdings, LLC DBA Beach House Wealth Management Retirement Plan held $1.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Sabin Alibrandi signed BA Holdings, LLC's 2024 Form 5500 as plan administrator.

Sabin Alibrandi — 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

BA Holdings, LLC's EIN is 35-2636493.

EIN 35-2636493

Plan number 002

Plan year 2024

ACK ID 20250506171953NAL0006149507001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BA Holdings, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BA HOLDINGS, 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