Original filing (PDF)20250722125141NAL0002778753001

BAHL & CO PC

Name: BAHL & CO PC — BAHL & CO PC 401K PLAN, Form 5500 (2024)
Creator: BAHL & CO PC

Form 5500-SF

FILING_RECEIVED

BAHL & CO PC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$508K

Net assets (EOY)

$508K

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.

Decision-maker contacts

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

Plan sponsor

Name

BAHL & CO PC

EIN

38-2368591all filings

Address

30415 STONEGATE DR · FRANKLIN, MI · 48025

Phone

(248) 424-7414

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-07-22

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

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