· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BACA & HOWARD, P.C. — BACA & HOWARD 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250611144108NAL0026110656001
BACA & HOWARD, P.C.
Form 5500-SF
FILING_RECEIVED
BACA & HOWARD 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
29
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BACA & HOWARD, P.C.
.
Find decision makers
Plan sponsor
Name
BACA & HOWARD, P.C.
EIN
45-4608834
Address
2155 LOUISIANA BLVD., NE #7000 · ALBUQUERQUE, NM · 87110
Phone
(505) 200-3800
Industry
CPA Offices
· Professional & Technical Services
see all
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
2025-06-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
ZLOTNICK & SANDOVAL, PC
ZLOTNICK & SANDOVAL, PC 401(K) PLAN
$2.3M · 7 participants
KAUFMAN & SEARGEANT, CPAS
KAUFMAN & SEARGEANT PROFIT SHARING PLAN
$2.3M · 9 participants
DUVAL & ASSOCIATES, P.C.
DUVAL & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
$2.3M · 3 participants
MEYEROWITZ & KING, PLLC
MEYEROWITZ & KING, PLLC 401(K) P/S PLAN
$2.3M · 4 participants
KENNETH M. WASSERMAN, CPA
KENNETH M. WASSERMAN, CPA 401(K) PROFIT SHARING PLAN AND TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.3M · 9 participants
WILLIAM E. HUML & CO., LTD.
WILLIAM E. HUML & CO. 401(K) PLAN
$2.3M · 3 participants
Large plans in New Mexico
LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC
LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST
$10.2B
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS SAVINGS AND INCOME PLAN
$7.2B · 15,950 participants
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
$6.2B · 3,118 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED BENEFIT PENSION PLAN
$5.6B · 1,851 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED CONTRIBUTION PLANS MASTER TRUST
$3.3B
TRIAD NATIONAL SECURITY, LLC
TRIAD 401(K) RETIREMENT PLAN
$2.5B · 12,888 participants
