How big is Bates Group, LLC's plan?

Bates Group, LLC's plan reported $7.1M in assets and 61 participants for 2025.

Original filing (PDF)20260330112034NAL0015079344001

Bates Group, LLC

Name: Bates Group, LLC — Bates Group, LLC 401(k) Plan, Form 5500 (2025)
Creator: Bates Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bates Group, LLC 401(k) Plan

401(k) retirement plan · Bates Group, LLC's Bates Group, LLC 401(k) Plan held $7.1M in plan assets for 61 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Alissa Hillenkamp signed Bates Group, LLC's 2025 Form 5500 as plan administrator.

Alissa Hillenkamp — 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

Bates Group, LLC's EIN is 45-0611652.

EIN 45-0611652

Plan number 001

Plan year 2025

ACK ID 20260330112034NAL0015079344001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Bates Group, 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 BATES GROUP, LLC.

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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