How big is Bauerle, Lee & Associates' plan?

Bauerle, Lee & Associates' plan reported $9.7M in assets and 2 participants for 2025.

Original filing (PDF)20260428174824NAL0005674019001

Bauerle, Lee & Associates

Name: Bauerle, Lee & Associates — Bauerle, Lee & Assoc., Form 5500 (2025)
Creator: Bauerle, Lee & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bauerle, Lee & Assoc. 401(k) Profit Sharing Plan

401(k) retirement plan · Bauerle, Lee & Associates' Bauerle, Lee & Assoc. 401(k) Profit Sharing Plan held $9.7M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

Plan identifiers

Bauerle, Lee & Associates' EIN is 77-0385030.

EIN 77-0385030

Plan number 001

Plan year 2025

ACK ID 20260428174824NAL0005674019001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bauerle, Lee & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bauerle, Lee & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, 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 BAUERLE, LEE & ASSOCIATES.

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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 (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

BAUERLE, LEE & ASSOCIATES

EIN

all filings

Address

20 S SANTA CRUZ AVE STE 210 · LOS GATOS, CA · 950306827

Phone

(408) 399-4680

Industry

CPA Offices· Professional & Technical Services

Plan administrator