How big is Battdouglas Financial Group's plan?

Battdouglas Financial Group's plan reported $861K in assets and 3 participants for 2024.

Original filing (PDF)20250911072816NAL0000136320001

Battdouglas Financial Group

Name: Battdouglas Financial Group — Battdouglas 401(k), Form 5500 (2024)
Creator: Battdouglas Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Battdouglas 401(k) Retirement Plan

401(k) retirement plan · Battdouglas Financial Group's Battdouglas 401(k) Retirement Plan held $861K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$861K

Net assets (EOY)

$861K

People on this filing

Allison BATT signed Battdouglas Financial Group's 2024 Form 5500 as plan administrator.

Allison BATT — 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

Battdouglas Financial Group's EIN is 45-5594800.

EIN 45-5594800

Plan number 001

Plan year 2024

ACK ID 20250911072816NAL0000136320001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Battdouglas Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BATTDOUGLAS FINANCIAL GROUP.

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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