How big is Byerly Wealth Management's plan?

Byerly Wealth Management's plan reported $813K in assets and 3 participants for 2024.

Original filing (PDF)20251009131427NAL0006635505001

Byerly Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Byerly Wealth Management 401(k)

401(k) retirement plan · Byerly Wealth Management's Byerly Wealth Management 401(k) held $813K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$813K

Net assets (EOY)

$813K

People on this filing

Trent Byerly signed Byerly Wealth Management's 2024 Form 5500 as plan administrator.

Trent Byerly — 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

Byerly Wealth Management's EIN is 26-4130223.

EIN 26-4130223

Plan number 001

Plan year 2024

ACK ID 20251009131427NAL0006635505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Byerly Wealth Management's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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