How big is BAHL & Co PC's plan?

BAHL & Co PC's plan reported $508K in assets and 6 participants for 2024.

Original filing (PDF)20250722125141NAL0002778753001

BAHL & Co PC

Name: BAHL & Co PC — BAHL & Co PC 401(k) Plan, Form 5500 (2024)
Creator: BAHL & Co PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BAHL & Co PC 401(k) Plan

401(k) retirement plan · BAHL & Co PC's BAHL & Co PC 401(k) Plan held $508K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$508K

Net assets (EOY)

$508K

Plan identifiers

BAHL & Co PC's EIN is 38-2368591.

EIN 38-2368591

Plan number 002

Plan year 2024

ACK ID 20250722125141NAL0002778753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BAHL & Co PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BAHL & Co PC's plan includes a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAHL & CO PC.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

BAHL & CO PC

EIN

all filings

Address

30415 STONEGATE DR · FRANKLIN, MI · 48025

Phone

(248) 424-7414

Industry

CPA Offices· Professional & Technical Services

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

2025-07-22

Pension benefit codes

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

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 providers

Related plans

Similar-size CPA Offices plans

Opdahl Rachmanony LLP

Opdahl Rachmanony LLP 401(k) Plan

$508K · 8 participants

Michael Rose, CPA PC

Michael Rose, CPA PC 401(k) P/S Plan

$508K · 6 participants

Poole Accounting LLC

$508K · 13 participants

Bisceglia, Steiman & Fudeman, LLP

Bisceglia, Steiman & Fudeman, LLP 401(k) Plan

$507K · 7 participants

Perzel & Eckard Forensic CPA'S LLC

Perzel & Eckard Forensic CPA'S LLC 401(k) Plan

$508K · 6 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.