How big is BALD Cypress, Ltd.'s plan?

BALD Cypress, Ltd.'s plan reported $3.4M in assets and 4 participants for 2025.

Original filing (PDF)20260327145144NAL0006044241001

BALD Cypress, Ltd.

Name: BALD Cypress, Ltd. — BALD Cypress, Ltd. . 401(k), Form 5500 (2025)
Creator: BALD Cypress, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BALD Cypress, Ltd. . 401(k) Plan

401(k) retirement plan · BALD Cypress, Ltd.'s BALD Cypress, Ltd. . 401(k) Plan held $3.4M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Wilhelmina E Robertson signed BALD Cypress, Ltd.'s 2025 Form 5500 as plan administrator.

Wilhelmina E Robertson — 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

BALD Cypress, Ltd.'s EIN is 76-0626296.

EIN 76-0626296

Plan number 001

Plan year 2025

ACK ID 20260327145144NAL0006044241001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BALD Cypress, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BALD Cypress, Ltd.'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 BALD CYPRESS, LTD..

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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.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

BALD CYPRESS, LTD.

EIN

all filings

Address

2727 ALLEN PARKWAY, SUITE 1000 · HOUSTON, TX · 77019

Phone

(713) 651-8860

Industry

Finance & Insurance

Plan administrator