How big is Batchelor, Tillery & Roberts, LLP's plan?

Batchelor, Tillery & Roberts, LLP's plan reported $14.9M in assets and 34 participants for 2024.

Original filing (PDF)20251007144914NAL0008346704001

Batchelor, Tillery & Roberts, LLP

Name: Batchelor, Tillery & Roberts, LLP — Batchelor, Form 5500 (2024)
Creator: Batchelor, Tillery & Roberts, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Batchelor, Tillery & Roberts, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Batchelor, Tillery & Roberts, LLP's Batchelor, Tillery & Roberts, LLP 401(k) Profit Sharing Plan held $14.9M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.9M

Net assets (EOY)

$14.9M

People on this filing

Michelle Lemanski signed Batchelor, Tillery & Roberts, LLP's 2024 Form 5500 as plan administrator.

Michelle Lemanski — 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

Batchelor, Tillery & Roberts, LLP's EIN is 56-1750124.

EIN 56-1750124

Plan number 001

Plan year 2024

ACK ID 20251007144914NAL0008346704001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Batchelor, Tillery & Roberts, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Batchelor, Tillery & Roberts, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BATCHELOR, TILLERY & ROBERTS, LLP.

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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