How big is Bastion Group LLC's plan?

Bastion Group LLC's plan reported $65K in assets and 10 participants for 2024.

Original filing (PDF)20251009154623NAL0011789872001

Bastion Group LLC

Name: Bastion Group LLC — Bastion Group LLC 401(k) Plan, Form 5500 (2024)
Creator: Bastion Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bastion Group LLC 401(k) Plan

401(k) retirement plan · Bastion Group LLC's Bastion Group LLC 401(k) Plan held $65K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$65K

Net assets (EOY)

$65K

People on this filing

Richard Tatum signed Bastion Group LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Bastion Group LLC's EIN is 84-2846708.

EIN 84-2846708

Plan number 001

Plan year 2024

ACK ID 20251009154623NAL0011789872001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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