How big is Batson & Associates, LLC's plan?

Batson & Associates, LLC's plan reported $5.3M in assets and 119 participants for 2025.

Original filing (PDF)20260324142511NAL0003098720001

Batson & Associates, LLC

Name: Batson & Associates, LLC — Batson & Associates, Form 5500 (2025)
Creator: Batson & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Batson & Associates 401(k) Plan

401(k) retirement plan · Batson & Associates, LLC's Batson & Associates 401(k) Plan held $5.3M in plan assets for 119 participants in 2025.

Active participants

119

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

ANDY Young signed Batson & Associates, LLC's 2025 Form 5500 as plan administrator.

ANDY Young — 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

Batson & Associates, LLC's EIN is 38-3487601.

EIN 38-3487601

Plan number 001

Plan year 2025

ACK ID 20260324142511NAL0003098720001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Batson & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Batson & Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BATSON & ASSOCIATES, LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score