How big is Bardas Investment Group's plan?

Bardas Investment Group's plan reported $933K in assets and 11 participants for 2024.

Original filing (PDF)20250529123530NAL0020554034001

Bardas Investment Group

Name: Bardas Investment Group — Form 5500 (2024)
Creator: Bardas Investment Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Bardas Investment Group held $933K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$933K

Net assets (EOY)

$933K

People on this filing

Susie LY signed Bardas Investment Group's 2024 Form 5500 as plan administrator.

Susie LY — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bardas Investment Group's EIN is 83-1421727.

EIN 83-1421727

Plan number 001

Plan year 2024

ACK ID 20250529123530NAL0020554034001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bardas Investment Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bardas Investment Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARDAS INVESTMENT GROUP.

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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

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

Plan sponsor

Name

BARDAS INVESTMENT GROUP

EIN

all filings

Address

1015 N FAIRFAX AVE · WEST HOLLYWOOD, CA · 90046

Phone

(323) 852-0200

Industry

Real Estate

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

2025-05-29

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

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