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BT WEALTH MANAGEMENT, LLC — BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250421081803NAL0001842995001
BT WEALTH MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
2
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
87
/ 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
BT WEALTH MANAGEMENT, LLC
.
Find decision makers
Plan sponsor
Name
BT WEALTH MANAGEMENT, LLC
EIN
11-3474480
Address
140 ATLANTIC AVENUE, UNIT 402 · OCEANSIDE, NY · 11572
Phone
(516) 817-3204
Industry
CPA Offices
· 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
2025-04-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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90
Knocking points off
No active participants reported but plan still holds assets.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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