How big is Baker Holtz, P.C.'s plan?

Baker Holtz, P.C.'s plan reported $3.5M in assets and 30 participants for 2025.

Original filing (PDF)20260410102953NAL0014260816001

Baker Holtz, P.C.

Name: Baker Holtz, P.C. — Baker Holtz 401(k) Plan, Form 5500 (2025)
Creator: Baker Holtz, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Baker Holtz 401(k) Plan

401(k) retirement plan · Baker Holtz, P.C.'s Baker Holtz 401(k) Plan held $3.5M in plan assets for 30 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Ryan Holtz signed Baker Holtz, P.C.'s 2025 Form 5500 as plan administrator.

Ryan Holtz — 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

Baker Holtz, P.C.'s EIN is 38-2268656.

EIN 38-2268656

Plan number 001

Plan year 2025

ACK ID 20260410102953NAL0014260816001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Baker Holtz, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Baker Holtz, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAKER HOLTZ, P.C..

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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