Original filing (PDF)20250207171706NAL0026250290001

BAXTER ASSOCIATES, LLC

Name: BAXTER ASSOCIATES, LLC — BAXTER ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BAXTER ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

BAXTER ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAXTER ASSOCIATES, LLC.

Plan sponsor

Name

BAXTER ASSOCIATES, LLC

EIN

80-0252644

Address

54 WESTCHESTER DRIVE · SUITE 2 · AUSTINTOWN, OH · 44515

Phone

(330) 792-2413

Industry

Finance & Insurancesee all

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

2025-02-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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