How big is Katie Baccus, PLLC's plan?

Katie Baccus, PLLC's plan reported $306K in assets and 2 participants for 2024.

Original filing (PDF)20250731140320NAL0002629779001

Katie Baccus, PLLC

Name: Katie Baccus, PLLC — Katie Baccus, PLLC 401(k) Plan, Form 5500 (2024)
Creator: Katie Baccus, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Katie Baccus, PLLC 401(k) Plan

401(k) retirement plan · Katie Baccus, PLLC's Katie Baccus, PLLC 401(k) Plan held $306K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$306K

Net assets (EOY)

$306K

Plan identifiers

Katie Baccus, PLLC's EIN is 47-2919225.

EIN 47-2919225

Plan number 001

Plan year 2024

ACK ID 20250731140320NAL0002629779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Katie Baccus, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Katie Baccus, PLLC's plan includes 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 KATIE BACCUS, PLLC.

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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