How big is Bazis Private Wealth LLC's plan?

Bazis Private Wealth LLC's plan reported $283K in assets and 3 participants for 2024.

Original filing (PDF)20250804092440NAL0000890353001

Bazis Private Wealth LLC

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

Form 5500-SF

FILING_RECEIVED

Bazis Private Wealth LLC Cash Balance Plan

Defined-benefit pension plan · Bazis Private Wealth LLC's Bazis Private Wealth LLC Cash Balance Plan held $283K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$283K

Net assets (EOY)

$283K

People on this filing

Duane Bazis signed Bazis Private Wealth LLC's 2024 Form 5500 as plan administrator.

Duane Bazis — 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

Bazis Private Wealth LLC's EIN is 26-3350246.

EIN 26-3350246

Plan number 002

Plan year 2024

ACK ID 20250804092440NAL0000890353001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bazis Private Wealth LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAZIS PRIVATE WEALTH 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score