Original filing (PDF)20250612081612NAL0016587137001

BATISTA ADVISORS LLC

Name: BATISTA ADVISORS LLC — BATISTA ADVISORS LLC 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: BATISTA ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

BATISTA ADVISORS LLC 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$715K

Net assets (EOY)

$715K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BATISTA ADVISORS LLC.

Plan sponsor

Name

BATISTA ADVISORS LLC

EIN

81-3155895

Address

1441 BRICKELL AVE STE 1700 · MIAMI, FL · 331313362

Phone

(786) 693-7856

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-06-12

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

EAGLE EYE SCREENING SOLUTIONS, INC.

EAGLE EYE SCREENING SOLUTIONS, INC. CASH BALANCE PENSION PLAN

$715K · 3 participants

BUNYON BROS. TREE CARE, INC.

BUNYON BROS. TREE SERVICE PROFIT SHARING PLAN

$715K · 31 participants

MONIQUE VU DDS PC

MONIQUE VU DDS PC RETIREMENT TRUST

$715K · 2 participants

MEGA GNG

MEGA GNG 401(K) PROFIT SHARING PLAN & TRUST

$715K · 3 participants

BUSINESS INSURANCE HOLDINGS IN

BUSINESS INSURANCE HOLDINGS IN 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.