How big is Bischoff Wealth Management, LLC's plan?

Bischoff Wealth Management, LLC's plan reported $102K in assets and 3 participants for 2024.

Original filing (PDF)20250820140805NAL0001647395001

Bischoff Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Bischoff Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Bischoff Wealth Management, LLC's Bischoff Wealth Management, LLC 401(k) Plan held $102K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

Plan identifiers

Bischoff Wealth Management, LLC's EIN is 20-8656980.

EIN 20-8656980

Plan number 001

Plan year 2024

ACK ID 20250820140805NAL0001647395001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bischoff Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Helping the score