How big is Steven Baldwin Associates, LLC's plan?

Steven Baldwin Associates, LLC's plan reported $557K in assets and 4 participants for 2023.

Original filing (PDF)20240615073305NAL0015837763001

Steven Baldwin Associates, LLC

Name: Steven Baldwin Associates, LLC — Steven Baldwin, Form 5500 (2023)
Creator: Steven Baldwin Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven Baldwin Associates, LLC 401(k) Plan

401(k) retirement plan · Steven Baldwin Associates, LLC's Steven Baldwin Associates, LLC 401(k) Plan held $557K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$557K

Net assets (EOY)

$557K

People on this filing

Steven Baldwin signed Steven Baldwin Associates, LLC's 2023 Form 5500 as plan administrator.

Steven Baldwin — 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

Steven Baldwin Associates, LLC's EIN is 45-2908083.

EIN 45-2908083

Plan number 001

Plan year 2023

ACK ID 20240615073305NAL0015837763001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Steven Baldwin Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Steven Baldwin 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 STEVEN BALDWIN ASSOCIATES, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

STEVEN BALDWIN ASSOCIATES, LLC

EIN

all filings

Address

150 STATE STREET, 4TH FLOOR · ALBANY, NY · 12207

Phone

(518) 441-3071

Industry

Professional & Technical Services

Plan administrator