How big is Boston Wealth Management LLC's plan?

Boston Wealth Management LLC's plan reported $629K in assets and 4 participants for 2024.

Original filing (PDF)20250729091131NAL0001460867001

Boston Wealth Management LLC

Name: Boston Wealth Management LLC — Boston Wealth, Form 5500 (2024)
Creator: Boston Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boston Wealth Management LLC Cash Balance Plan

Defined-benefit pension plan · Boston Wealth Management LLC's Boston Wealth Management LLC Cash Balance Plan held $629K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$629K

Net assets (EOY)

$629K

Plan identifiers

Boston Wealth Management LLC's EIN is 20-2346771.

EIN 20-2346771

Plan number 002

Plan year 2024

ACK ID 20250729091131NAL0001460867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Boston Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Boston Wealth Management LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score