· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BAUMBACH & PIAZZA, INC. — BAUMBACH & PIAZZA, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250730151537NAL0008541634001
BAUMBACH & PIAZZA, INC.
Form 5500-SF
FILING_RECEIVED
BAUMBACH & PIAZZA, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BAUMBACH & PIAZZA, INC.
.
Find decision makers
Plan sponsor
Name
BAUMBACH & PIAZZA, INC.
EIN
94-2170606
Address
323 W ELM ST · LODI, CA · 952402003
Phone
(209) 368-6618
Industry
Engineering Services
· Professional & Technical Services
see all
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
2025-07-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Engineering Services plans
PROCON ENGINEERING, INC.
PROCON ENGINEERING, INC. RETIREMENT PLAN
$1.7M · 5 participants
HAYAT BROWN LLC
HAYAT BROWN LLC PROFIT SHARING PLAN
$1.7M · 48 participants
TEAYS VALLEY ENGINEERING
TEAYS VALLEY ENGINEERING 401(K) PLAN
$1.7M · 26 participants
AXXIS BUILDING SYSTEMS, INC.
AXXIS BUILDING SYSTEMS, INC. 401(K) PLAN
$1.7M · 7 participants
FAYDA ENGINEERING & ENERGY SOLUTIONS, LLC
FAYDA ENGINEERING & ENERGY SOLUTIONS, LLC CASH BALANCE PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.7M · 2 participants
WHITE HAWK ENGINEERING AND DESIGN, LLC
WHITE HAWK ENGINEERING AND DESIGN, LLC 401(K)
$1.7M · 51 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
