BAERG & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS, LLP
Form 5500-SF
FILING_RECEIVED
BAERG & ASSOCIATES, CPAS 401(K) PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
21
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score
82
/ 100
Grade B
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
36
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAERG & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS, LLP.
Plan sponsor
Name
BAERG & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS, LLP
EIN
81-4772345
Address
795 POLLASKY AVENUE · CLOVIS, CA · 93612
Phone
(559) 472-3500
Industry
CPA Offices· Professional & Technical Servicessee all
