How big is Bautista Investment Group Inc.'s plan?

Bautista Investment Group Inc.'s plan reported $48K in assets and 15 participants for 2024.

Original filing (PDF)20250723110949NAL0003346641001

Bautista Investment Group Inc.

Name: Bautista Investment Group Inc. — Universal Homes, Form 5500 (2024)
Creator: Bautista Investment Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Universal Homes 401(k)

401(k) retirement plan · Bautista Investment Group Inc.'s Universal Homes 401(k) held $48K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

People on this filing

Shirley Horner signed Bautista Investment Group Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Bautista Investment Group Inc.'s EIN is 84-3559483.

EIN 84-3559483

Plan number 001

Plan year 2024

ACK ID 20250723110949NAL0003346641001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bautista Investment Group Inc.'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 BAUTISTA INVESTMENT GROUP 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

Helping the score