How big is Baerlein & Partners Inc.'s plan?

Baerlein & Partners Inc.'s plan reported $301K in assets and 1 participants for 2023.

Original filing (PDF)20240927124347NAL0003696208001

Baerlein & Partners Inc.

Name: Baerlein & Partners Inc. — Baerlein & Partners LLC, Form 5500 (2023)
Creator: Baerlein & Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Baerlein & Partners LLC 401(k) Plan

401(k) retirement plan · Baerlein & Partners Inc.'s Baerlein & Partners LLC 401(k) Plan held $301K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$301K

Net assets (EOY)

$301K

Plan identifiers

Baerlein & Partners Inc.'s EIN is 81-5049577.

EIN 81-5049577

Plan number 002

Plan year 2023

ACK ID 20240927124347NAL0003696208001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Baerlein & Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Baerlein & Partners Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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