How big is Bespoke Investment Group LLC's plan?

Bespoke Investment Group LLC's plan reported $578K in assets and 6 participants for 2024.

Original filing (PDF)20250722120723NAL0005966114001

Bespoke Investment Group LLC

Name: Bespoke Investment Group LLC — Bespoke Investment, Form 5500 (2024)
Creator: Bespoke Investment Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bespoke Investment Group, LLC

401(k) retirement plan · Bespoke Investment Group LLC's Bespoke Investment Group, LLC held $578K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$578K

Net assets (EOY)

$578K

People on this filing

Nick Rice signed Bespoke Investment Group LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Bespoke Investment Group LLC's EIN is 20-8658447.

EIN 20-8658447

Plan number 001

Plan year 2024

ACK ID 20250722120723NAL0005966114001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bespoke Investment Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bespoke Investment Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 BESPOKE INVESTMENT 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

Helping the score