How big is Bateman Agency Inc.'s plan?

Bateman Agency Inc.'s plan reported $826K in assets and 9 participants for 2024.

Original filing (PDF)20250711172457NAL0017669762001

Bateman Agency Inc.

Name: Bateman Agency Inc. — Bateman Agency Inc. 401(k) P/S, Form 5500 (2024)
Creator: Bateman Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bateman Agency Inc. 401(k) P/S Plan

401(k) retirement plan · Bateman Agency Inc.'s Bateman Agency Inc. 401(k) P/S Plan held $826K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$826K

Net assets (EOY)

$826K

People on this filing

Shannon Osthimer signed Bateman Agency Inc.'s 2024 Form 5500 as plan administrator.

Shannon Osthimer — 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

Bateman Agency Inc.'s EIN is 92-1968765.

EIN 92-1968765

Plan number 001

Plan year 2024

ACK ID 20250711172457NAL0017669762001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

BATEMAN AGENCY INC.

EIN

all filings

Address

1550 BRYANT STREET · SUITE 510 · SAN FRANCISCO, CA · 94103

Phone

(415) 845-3494

Industry

Professional & Technical Services

Plan administrator