How big is BHA Design Inc.'s plan?

BHA Design Inc.'s plan reported $2.2M in assets and 9 participants for 2024.

Original filing (PDF)20250527120404NAL0003957267001

BHA Design Inc.

Name: BHA Design Inc. — BHA Design 401(k) Plan, Form 5500 (2024)
Creator: BHA Design Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BHA Design 401(k) Plan

401(k) retirement plan · BHA Design Inc.'s BHA Design 401(k) Plan held $2.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

LORI Robbie signed BHA Design Inc.'s 2024 Form 5500 as plan administrator.

LORI Robbie — 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

BHA Design Inc.'s EIN is 84-1241038.

EIN 84-1241038

Plan number 001

Plan year 2024

ACK ID 20250527120404NAL0003957267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BHA Design Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BHA Design Inc.'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 BHA DESIGN INC..

Finding similar companies…

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 (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Plan sponsor

Name

BHA DESIGN INC.

EIN

all filings

Address

111 S. MELDRUM STREET · SUITE 110 · FORT COLLINS, CO · 80521

Phone

(970) 829-1451

Industry

Professional & Technical Services

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

2025-05-27

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 Professional & Technical Services plans

Einstein's Solutions Inc.

Einstein's Solutions 401(k) Plan

$2.1M · 59 participants

Mauriello Planning Group, LLC

Mauriello Planning Group 401(k) Profit Sharing Plan

$2.1M · 2 participants

Tabat Corporation d/b/a LFB Professional Landscaping Services, Inc.

$2.1M · 8 participants

Architerra Design Group

Architerra Design Group 401(k) Profit Sharing Plan

$2.1M · 16 participants

Schofield Barbini and Hoehn I

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