How big is Bauerle Financial, Inc.'s plan?

Bauerle Financial, Inc.'s plan reported $1.1M in assets for 2024.

Original filing (PDF)20251007102400NAL0007705424001

Bauerle Financial, Inc.

Name: Bauerle Financial, Inc. — Bauerle Financial, Inc., Form 5500 (2024)
Creator: Bauerle Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bauerle Financial, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Bauerle Financial, Inc.'s Bauerle Financial, Inc. 401(k) Profit Sharing Plan reported $1.1M in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Bauerle Financial, Inc.'s EIN is 59-3286779.

EIN 59-3286779

Plan number 002

Plan year 2024

ACK ID 20251007102400NAL0007705424001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bauerle Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAUERLE FINANCIAL, 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