How big is BIP Wealth, LLC's plan?

BIP Wealth, LLC's plan reported $3.9M in assets and 69 participants for 2024.

Original filing (PDF)20250711074727NAL0004077923001

BIP Wealth, LLC

Name: BIP Wealth, LLC — BIP Wealth's 401(k) Plan, Form 5500 (2024)
Creator: BIP Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BIP Wealth's 401(k) Plan

401(k) retirement plan · BIP Wealth, LLC's BIP Wealth's 401(k) Plan held $3.9M in plan assets for 69 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Shirley Horner signed BIP Wealth, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

BIP Wealth, LLC's EIN is 20-8540101.

EIN 20-8540101

Plan number 001

Plan year 2024

ACK ID 20250711074727NAL0004077923001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BIP Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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