How big is BT Wealth Management, LLC's plan?

BT Wealth Management, LLC's plan reported $1.3M in assets for 2025.

Original filing (PDF)20260330093638NAL0014928528001

BT Wealth Management, LLC

Name: BT Wealth Management, LLC — Biscotti, Toback & Co., Form 5500 (2025)
Creator: BT Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Biscotti, Toback & Co., CPA'S, P.C. Retirement Plan

401(k) retirement plan · BT Wealth Management, LLC's Biscotti, Toback & Co., CPA'S, P.C. Retirement Plan reported $1.3M in plan assets in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

BT Wealth Management, LLC's EIN is 11-3474480.

EIN 11-3474480

Plan number 001

Plan year 2025

ACK ID 20260330093638NAL0014928528001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BT Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BT Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BT WEALTH MANAGEMENT, LLC.

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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