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Original filing (PDF)20251014172608NAL0001729603001
BAI INC
Form 5500
FILING_RECEIVED
BAI, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
45
Accounts w/ balance
257
Plan assets (EOY)
$25.5M
Net assets (EOY)
$25.5M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAI INC.
Plan sponsor
Name
BAI INC
EIN
54-1926750
Address
5845 RICHMOND HWY., SUITE 700 · ALEXANDRIA, VA · 22303
Phone
(703) 461-4713
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE TRUST COMPANY | 52-1309931 | — | NONE | $22K | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
Investments
32 direct securities· $25.5M(100% of reported assets)
Uncategorized
$22.2M
31 holdings
Mutual Funds
$3.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * T. Rowe Price Blue Chip Fund | Mutual Funds | — | — | $3.3M | 13.1% | |
| T. Rowe Price Midcap Growth Fund | — | — | — | $2.8M | 10.9% | |
| T. Rowe Price Science & Technology Fund | — | — | — | $2.7M | 10.7% | |
| T. Rowe Price Cap Appreciation Fund | — | — | — | $2.6M | 10.1% | |
| T. Rowe Price Government Money Fund | — | — | — | $2.4M | 9.3% | |
| T. Rowe Price Equity Index 500 Fund | — | — | — | $1.9M | 7.2% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $1.5M | 5.8% | |
| T. Rowe Price Spectrum Income Fund | — | — | — | $1.3M | 5.2% | |
| T. Rowe Price Spectrum Growth Fund | — | — | — | $1.1M | 4.3% | |
| T. Rowe Price International Stock Fund | — | — | — | $830K | 3.2% | |
| T. Rowe Price Value Fund | — | — | — | $816K | 3.2% | |
| T. Rowe Price High Yield Fund | — | — | — | $716K | 2.8% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $639K | 2.5% | |
| Vanguard Mid Cap Index Fund Admiral Shares | — | — | — | $458K | 1.8% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $297K | 1.2% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $290K | 1.1% | |
| T. Rowe Price Growth Stock Fund | — | — | — | $262K | 1.0% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $246K | 1.0% | |
| T. Rowe Price New Era Fund | — | — | — | $219K | 0.9% | |
| maturing through 2053 | — | — | — | $207K | 0.8% | |
| T. Rowe Price All-Cap Opportunities Fund | — | — | — | $144K | 0.6% | |
| T. Rowe Price Small-Cap Value Fund | — | — | — | $143K | 0.6% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $139K | 0.5% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $129K | 0.5% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $99K | 0.4% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $96K | 0.4% | |
| T. Rowe Price Communications & Tech Fund | — | — | — | $86K | 0.3% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $72K | 0.3% | |
| T. Rowe Price U.S. Large-Cap Core Fund | — | — | — | $48K | 0.2% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $11K | <0.1% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $8K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $6K | <0.1% |
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