How big is Bakerstarrett LLP's plan?

Bakerstarrett LLP's plan reported $2.3M in assets and 18 participants for 2024.

Original filing (PDF)20251014105301NAL0005506210001

Bakerstarrett LLP

Name: Bakerstarrett LLP — Form 5500 (2024)
Creator: Bakerstarrett LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bakerstarrett LLP

401(k) retirement plan · Bakerstarrett LLP held $2.3M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Lindsey Starrett signed Bakerstarrett LLP's 2024 Form 5500 as plan administrator.

Lindsey Starrett — 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

Bakerstarrett LLP's EIN is 45-3514343.

EIN 45-3514343

Plan number 001

Plan year 2024

ACK ID 20251014105301NAL0005506210001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bakerstarrett LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bakerstarrett LLP'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 BAKERSTARRETT LLP.

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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.

Plan sponsor

Name

BAKERSTARRETT LLP

EIN

all filings

Address

808 COMMERCIAL ST · GRINNELL, IA · 501122143

Phone

(641) 236-8083

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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