How big is Batavia, Inc.'s plan?

Batavia, Inc.'s plan reported $3.7M in assets and 79 participants for 2024.

Original filing (PDF)20250822145817NAL0009147872001

Batavia, Inc.

Name: Batavia, Inc. — Batavia Inc. 401(k) Plan, Form 5500 (2024)
Creator: Batavia, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Batavia Inc. 401(k) Plan

401(k) retirement plan · Batavia, Inc.'s Batavia Inc. 401(k) Plan held $3.7M in plan assets for 79 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Jason LIEM signed Batavia, Inc.'s 2024 Form 5500 as plan administrator.

Jason LIEM — 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

Batavia, Inc.'s EIN is 74-2045677.

EIN 74-2045677

Plan number 002

Plan year 2024

ACK ID 20250822145817NAL0009147872001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Batavia, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

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

Plan sponsor

Name

BATAVIA, INC.

EIN

all filings

Address

1425 ATLANTIS DR. · STE. A · WEBSTER, TX · 77598

Phone

(281) 474-2474

Industry

Management of Companies / Holdings

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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