How big is Biagini Grassi Advisory Group, LLC's plan?

Biagini Grassi Advisory Group, LLC's plan reported $258K in assets and 3 participants for 2025.

Original filing (PDF)20260518090647NAL0022307730002

Biagini Grassi Advisory Group, LLC

Name: Biagini Grassi Advisory Group, LLC — BG Wealth, Form 5500 (2025)
Creator: Biagini Grassi Advisory Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BG Wealth Advisors 401(k) Plan

401(k) retirement plan · Biagini Grassi Advisory Group, LLC's BG Wealth Advisors 401(k) Plan held $258K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$258K

Net assets (EOY)

$258K

Plan identifiers

Biagini Grassi Advisory Group, LLC's EIN is 20-5589521.

EIN 20-5589521

Plan number 002

Plan year 2025

ACK ID 20260518090647NAL0022307730002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Biagini Grassi Advisory Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Biagini Grassi Advisory Group, 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 BIAGINI GRASSI ADVISORY GROUP, 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

Knocking points off