How big is Bates Management and Consulting, Inc.'s plan?

Bates Management and Consulting, Inc.'s plan reported $654K in assets and 2 participants for 2024.

Original filing (PDF)20251002131441NAL0000503857001

Bates Management and Consulting, Inc.

Name: Bates Management and Consulting, Inc. — Bates Manage, Form 5500 (2024)
Creator: Bates Management and Consulting, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bates Management and Consulting, Inc. Cash Balance Plan

Defined-benefit pension plan · Bates Management and Consulting, Inc.'s Bates Management and Consulting, Inc. Cash Balance Plan held $654K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$654K

Net assets (EOY)

$654K

Plan identifiers

Bates Management and Consulting, Inc.'s EIN is 87-3554859.

EIN 87-3554859

Plan number 002

Plan year 2024

ACK ID 20251002131441NAL0000503857001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bates Management and Consulting, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bates Management and Consulting, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BATES MANAGEMENT AND CONSULTING, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score