How big is The BIE's plan?

The BIE's plan reported $6.6M in assets and 55 participants for 2024.

Original filing (PDF)20250804143554NAL0000773923001

The BIE

Name: The BIE — The BIE DBA Pblworks Retirement Plan, Form 5500 (2024)
Creator: The BIE
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The BIE DBA Pblworks Retirement Plan

403(b) retirement plan · The BIE's The BIE DBA Pblworks Retirement Plan held $6.6M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

People on this filing

Madiha Qader signed The BIE's 2024 Form 5500 as plan administrator.

Madiha Qader — 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

The BIE's EIN is 68-0160429.

EIN 68-0160429

Plan number 001

Plan year 2024

ACK ID 20250804143554NAL0000773923001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The BIE from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The BIE's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

THE BIE

DBA

PBLWORKS RETIREMENT

EIN

all filings

Address

3 HAMILTON LANDING · STE. 220 · NOVATO, CA · 94949

Phone

(415) 475-6703

Industry

Educational Services

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

2025-08-04

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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