How big is Bethesda Bagels Inc.'s plan?

Bethesda Bagels Inc.'s plan reported $56K in assets and 113 participants for 2024.

Original filing (PDF)20251009154700NAL0016520146001

Bethesda Bagels Inc.

Name: Bethesda Bagels Inc. — Bethesda Bagels Inc. 401(k), Form 5500 (2024)
Creator: Bethesda Bagels Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bethesda Bagels Inc. 401(k) Plan

401(k) retirement plan · Bethesda Bagels Inc.'s Bethesda Bagels Inc. 401(k) Plan held $56K in plan assets for 113 participants in 2024.

Active participants

113

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

People on this filing

Richard Tatum signed Bethesda Bagels Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Bethesda Bagels Inc.'s EIN is 52-1258828.

EIN 52-1258828

Plan number 001

Plan year 2024

ACK ID 20251009154700NAL0016520146001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bethesda Bagels Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bethesda Bagels Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BETHESDA BAGELS INC..

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score