How big is Boomfish Wealth Group, LLC's plan?

Boomfish Wealth Group, LLC's plan reported $193K in assets and 6 participants for 2024.

Original filing (PDF)20250602114911NAL0010023217001

Boomfish Wealth Group, LLC

Name: Boomfish Wealth Group, LLC — Wealth With No Regrets, Form 5500 (2024)
Creator: Boomfish Wealth Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth With No Regrets 401(k) Plan

401(k) retirement plan · Boomfish Wealth Group, LLC's Wealth With No Regrets 401(k) Plan held $193K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$193K

Net assets (EOY)

$193K

Plan identifiers

Boomfish Wealth Group, LLC's EIN is 27-4175262.

EIN 27-4175262

Plan number 001

Plan year 2024

ACK ID 20250602114911NAL0010023217001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Boomfish Wealth Group, 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 BOOMFISH WEALTH GROUP, 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