Original filing (PDF)20250207080010NAL0013541025001

BAUER FINANCIAL, INC.

Name: BAUER FINANCIAL, INC. — BAUER FINANCIAL, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: BAUER FINANCIAL, INC.

Form 5500-SF

FILING_RECEIVED

BAUER FINANCIAL, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$79K

Net assets (EOY)

$79K

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 BAUER FINANCIAL, INC..

Plan sponsor

Name

BAUER FINANCIAL, INC.

EIN

65-0526102

Address

2655 S LE JEUNE RD STE 907 · CORAL GABLES, FL · 331345813

Phone

(305) 445-9500

Industry

Information / Tech / Mediasee 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

2025-02-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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

Related plans

Similar-size Information / Tech / Media plans

LEVELS FYI INC.

LEVELS FYI INC. 401(K) PLAN

$79K · 5 participants

MEL BAY PUBLICATIONS INC

MEL BAY PUBLICATIONS

$78K · 7 participants

AMERICAN WATER INTELLIGENCE

$81K · 2 participants

OLIVE & COCOA, LLC

OLIVE AND COCOA 401(K) PLAN

$82K · 116 participants

GRC ENTERPRISES, INC.

GRC ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

$76K · 14 participants