Original filing (PDF)20240910103457NAL0002924611001

Baystate Wealth Management, LLC

Name: Baystate Wealth Management, LLC — Baystate Wealth, Form 5500 (2023)
Creator: Baystate Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Baystate Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Baystate Wealth Management, LLC's Baystate Wealth Management, LLC 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Baystate Wealth Management, LLC's EIN is 27-0849691.

EIN 27-0849691

Plan number 001

Plan year 2023

ACK ID 20240910103457NAL0002924611001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Baystate Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Baystate 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 BAYSTATE 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 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