Retirement plan

BALD EAGLE MANAGEMENT, INC. 401(K) PLAN

Name: BALD EAGLE MANAGEMENT, INC. - BALD EAGLE MANAGEMENT, INC. 401(K) PLAN (2025) Form 5500
Creator: BALD EAGLE MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BALD EAGLE MANAGEMENT, INC. 401(K) PLAN, BALD EAGLE MANAGEMENT, INC.

BALD EAGLE MANAGEMENT, INC.EIN 20-0392670Plan #001PY 2025

179 CAHILL CROSS ROAD, SUITE 311 - WEST MILFORD, NJ 07480973-657-1118LinkedIn1-10 employeesreal estate

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$44K

+22.7% from 2024

Total participants

0.0% from 2024

Average account balance

$44,015

+22.7% from 2024

Annual return

12.70%

+3.97 pp from 2024

Benchmarks

See 7,335 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort7,335 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$44K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$44K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.70%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$44,015

$107,809-59.2%

$97,032-54.6%

$155,188-71.6%

Participation rate

100.0%

75.5%+24.5pp

71.6%+28.4pp

80.8%+19.2pp

Annual return

12.70%

38.06%-25.4pp

35.38%-22.7pp

148.84%-136.1pp

Employer contribution / active EE

$2,911-100.0%

$2,629-100.0%

$4,248-100.0%

Participant deferral / active EE

$3,600

$5,129-29.8%

$4,672-23.0%

$6,531-44.9%

Admin fee / account holder

$10,717-100.0%

$9,418-100.0%

$14,480-100.0%

BALD EAGLE MANAGEMENT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BALD EAGLE MANAGEMENT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion