How big is Thomas M. Baird, Jr. DBA Planning Services' plan?

Thomas M. Baird, Jr. DBA Planning Services' plan reported $953K in assets and 2 participants for 2025.

Original filing (PDF)20260417134559NAL0024067968001

Thomas M. Baird, Jr. DBA Planning Services

Name: Thomas M. Baird, Jr. DBA Planning Services — Form 5500 Plan 001 (2025)
Creator: Thomas M. Baird, Jr. DBA Planning Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planning Services 401(k) Savings Plan

401(k) retirement plan · Thomas M. Baird, Jr. DBA Planning Services' Planning Services 401(k) Savings Plan held $953K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$953K

Net assets (EOY)

$953K

People on this filing

Thomas Baird signed Thomas M. Baird, Jr. DBA Planning Services' 2025 Form 5500 as plan administrator.

Thomas Baird — 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

Thomas M. Baird, Jr. DBA Planning Services' EIN is 45-3717746.

EIN 45-3717746

Plan number 001

Plan year 2025

ACK ID 20260417134559NAL0024067968001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Thomas M. Baird, Jr. DBA Planning Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Thomas M. Baird, Jr. DBA Planning Services' 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 THOMAS M. BAIRD, JR. DBA PLANNING SERVICES.

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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 (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

THOMAS M. BAIRD, JR. DBA PLANNING SERVICES

EIN

all filings

Address

323 CHARLIE JOSEPH DR · VAN ALSTYNE, TX · 75495

Phone

(972) 713-7131

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator