How big is Baumgartner Attorneys PC's plan?

Baumgartner Attorneys PC's plan reported $19.6M in assets and 5 participants for 2024.

Original filing (PDF)20250618095815NAL0003675088001

Baumgartner Attorneys PC

Name: Baumgartner Attorneys PC — Baumgartner Attorneys PC, Form 5500 (2024)
Creator: Baumgartner Attorneys PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Baumgartner Attorneys PC 401(k) Plan

401(k) retirement plan · Baumgartner Attorneys PC's Baumgartner Attorneys PC 401(k) Plan held $19.6M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.6M

Net assets (EOY)

$19.6M

People on this filing

David N Baumgartner signed Baumgartner Attorneys PC's 2024 Form 5500 as plan administrator.

David N Baumgartner — 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

Baumgartner Attorneys PC's EIN is 46-3833984.

EIN 46-3833984

Plan number 002

Plan year 2024

ACK ID 20250618095815NAL0003675088001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Baumgartner Attorneys PC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAUMGARTNER ATTORNEYS PC.

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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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

BAUMGARTNER ATTORNEYS PC

EIN

all filings

Address

360 W MAIN ST · BERNE, IN · 46711

Phone

(260) 589-3139

Industry

Law Offices· Professional & Technical Services

Plan administrator