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

Branning Wealth Management, LLC's plan reported $86K in assets and 4 participants for 2024.

Original filing (PDF)20250711103502NAL0006232337001

Branning Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

BWM, LLC Retirement Plan

401(k) retirement plan · Branning Wealth Management, LLC's BWM, LLC Retirement Plan held $86K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$86K

Net assets (EOY)

$86K

Plan identifiers

Branning Wealth Management, LLC's EIN is 26-4517590.

EIN 26-4517590

Plan number 001

Plan year 2024

ACK ID 20250711103502NAL0006232337001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Branning 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 BRANNING 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