How big is Bison Wealth Planners Inc.'s plan?

Bison Wealth Planners Inc.'s plan reported $5.6M in assets and 5 participants for 2025.

Original filing (PDF)20260227133635NAL0001027442001

Bison Wealth Planners Inc.

Name: Bison Wealth Planners Inc. — Bison Wealth Planners, Form 5500 (2025)
Creator: Bison Wealth Planners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bison Wealth Planners Inc. Defined Benefit Plan

Defined-benefit pension plan · Bison Wealth Planners Inc.'s Bison Wealth Planners Inc. Defined Benefit Plan held $5.6M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan identifiers

Bison Wealth Planners Inc.'s EIN is 27-2998491.

EIN 27-2998491

Plan number 001

Plan year 2025

ACK ID 20260227133635NAL0001027442001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bison Wealth Planners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bison Wealth Planners Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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

Finding similar companies…

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