Original filing (PDF)20250720132718NAL0000892834001

BHAUMIK DIVERSIFIED LLC

Name: BHAUMIK DIVERSIFIED LLC — BHAUMIK DIVERSIFED LLC 401K PLAN, Form 5500 (2024)
Creator: BHAUMIK DIVERSIFIED LLC

Form 5500-SF

FILING_RECEIVED

BHAUMIK DIVERSIFED LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$679K

Net assets (EOY)

$679K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

BHAUMIK DIVERSIFIED LLC

EIN

82-5363080all filings

Address

3033 W PARKER RD STE 100 · PLANO, TX · 75023

Phone

(469) 217-3000

Industry

Retail Tradesee 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

2025-07-20

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

ROTARY APOTHECARY LLC

ROTARY APOTHECARY 401K

$681K

RIO GRANDE NUCLEAR PHARMACY, LLC

RIO GRANDE NUCLEAR PHARMACY, LLC 401(K) PLAN

$678K · 7 participants

EIGHTH AVENUE H&Y DUET INC.

EIGHTH AVENUE H&Y DUET INC. PROFIT SHARING PLAN

$677K · 13 participants

POSITUDES, INC.

POSITUDES, INC. 403(B) PLAN

$682K · 8 participants

ADVANCED RX, LLC

ADVANCED RX 401(K) PLAN

$676K · 46 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.