Back to filter
Original filing (PDF)20250326205113NAL0033619010001
BAUTZ DEVELOPMENTAL INTERVENTION, INC
Form 5500-SF
FILING_RECEIVED
BDI, INC 401(K) PLAN
401(k) retirement plan
Active participants
47
Accounts w/ balance
38
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAUTZ DEVELOPMENTAL INTERVENTION, INC.
Plan sponsor
Name
BAUTZ DEVELOPMENTAL INTERVENTION, INC
EIN
36-4434622
Address
2964 SPANNTOWN RD · ARRINGTON, TN · 37014
Phone
(708) 478-1820
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-26
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
HEARING ASSOCIATES OF NORTHERN
HEARING ASSOCIATES OF NORTHERN 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 4 participants
BIRMINGHAM PHYSICAL THERAPY AND
BIRMINGHAM PHYSICAL THERAPY AND SPORTS MEDICINE, INC. 401(K) PLA
$1.2M · 13 participants
S.P.E.A.R. PHYSICAL AND OCCUPATIONAL THERAPY, LLC
S.P.E.A.R. PHYSICAL AND OCCUPATIONAL THERAPY, LLC PROFIT SHARING PLAN
$1.2M · 146 participants
PROMPT PHYSICAL THERAPY, INC.
PROMPT PHYSICAL THERAPY 401K PLAN
$1.2M · 5 participants
ADVANTAGE REHAB, INC.
ADVANTAGE REHAB, INC. 401(K) PLAN
$1.2M · 10 participants
NORTH PENN THERAPEUTICS
NORTH PENN THERAPEUTICS RETIREMENT PLAN
$1.2M · 25 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B