Original filing (PDF)20251003082132NAL0000694163001

BACHRACH ASSET MANAGEMENT, INC.

Name: BACHRACH ASSET MANAGEMENT, INC. — BACHRACH ASSET MANAGEMENT, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: BACHRACH ASSET MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

BACHRACH ASSET MANAGEMENT, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BACHRACH ASSET MANAGEMENT, INC..

Plan sponsor

Name

BACHRACH ASSET MANAGEMENT, INC.

EIN

52-1814021

Address

20 COURTHOUSE SQUARE #208 · ROCKVILLE, MD · 20850

Phone

(301) 365-8880

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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