How big is Baumert, Cummings & Hiatt's plan?

Baumert, Cummings & Hiatt's plan reported $6.1M in assets and 5 participants for 2024.

Original filing (PDF)20250728094542NAL0001800513001

Baumert, Cummings & Hiatt

Name: Baumert, Cummings & Hiatt — Baumert, Cummings &, Form 5500 (2024)
Creator: Baumert, Cummings & Hiatt
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Baumert, Cummings & Hiatt Profit Sharing Plan

Defined-contribution retirement plan · Baumert, Cummings & Hiatt's Baumert, Cummings & Hiatt Profit Sharing Plan held $6.1M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

Derrin K Hiatt signed Baumert, Cummings & Hiatt's 2024 Form 5500 as plan administrator.

Derrin K Hiatt — 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

Baumert, Cummings & Hiatt's EIN is 73-0671054.

EIN 73-0671054

Plan number 001

Plan year 2024

ACK ID 20250728094542NAL0001800513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Baumert, Cummings & Hiatt from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Baumert, Cummings & Hiatt's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, 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 BAUMERT, CUMMINGS & HIATT.

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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