How big is Baumgardner Auto TAG Agency Inc.'s plan?

Baumgardner Auto TAG Agency Inc.'s plan reported $413K in assets and 18 participants for 2024.

Original filing (PDF)20250717141946NAL0000709522001

Baumgardner Auto TAG Agency Inc.

Name: Baumgardner Auto TAG Agency Inc. — Baumgardner Auto, Form 5500 (2024)
Creator: Baumgardner Auto TAG Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Baumgardner Auto TAG Agency Inc. 401(k) Plan

401(k) retirement plan · Baumgardner Auto TAG Agency Inc.'s Baumgardner Auto TAG Agency Inc. 401(k) Plan held $413K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$413K

Net assets (EOY)

$413K

People on this filing

Marcus Bowie signed Baumgardner Auto TAG Agency Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Baumgardner Auto TAG Agency Inc.'s EIN is 59-0727016.

EIN 59-0727016

Plan number 001

Plan year 2024

ACK ID 20250717141946NAL0000709522001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Baumgardner Auto TAG Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Baumgardner Auto TAG Agency Inc.'s plan includes profit-sharing, 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 BAUMGARDNER AUTO TAG AGENCY INC.

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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