How big is B.E.S.T. Wealth Management, LLC's plan?

B.E.S.T. Wealth Management, LLC's plan reported $246K in assets and 3 participants for 2024.

Original filing (PDF)20250721154649NAL0004284722001

B.E.S.T. Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

B.E.S.T. Wealth Management 401(k) Plan

401(k) retirement plan · B.E.S.T. Wealth Management, LLC's B.E.S.T. Wealth Management 401(k) Plan held $246K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$246K

Net assets (EOY)

$246K

Plan identifiers

B.E.S.T. Wealth Management, LLC's EIN is 26-4332517.

EIN 26-4332517

Plan number 001

Plan year 2024

ACK ID 20250721154649NAL0004284722001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for B.E.S.T. Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

B.E.S.T. Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for B.E.S.T. 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