How big is AJW, LLC DBA Bayntree Planning Group's plan?

AJW, LLC DBA Bayntree Planning Group's plan reported $994K in assets and 12 participants for 2025.

Original filing (PDF)20260521183510NAL0002769105001

AJW, LLC DBA Bayntree Planning Group

Name: AJW, LLC DBA Bayntree Planning Group — Bayntree, Form 5500 (2025)
Creator: AJW, LLC DBA Bayntree Planning Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bayntree 401(k) Plan

401(k) retirement plan · AJW, LLC DBA Bayntree Planning Group's Bayntree 401(k) Plan held $994K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$994K

Net assets (EOY)

$994K

People on this filing

Andrew Rafal signed AJW, LLC DBA Bayntree Planning Group's 2025 Form 5500 as plan administrator.

Andrew Rafal — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AJW, LLC DBA Bayntree Planning Group's EIN is 20-5344292.

EIN 20-5344292

Plan number 001

Plan year 2025

ACK ID 20260521183510NAL0002769105001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for AJW, LLC DBA Bayntree Planning Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

AJW, LLC DBA Bayntree Planning Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AJW, LLC DBA BAYNTREE PLANNING GROUP.

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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