How big is BICE Wealth Management, Inc.'s plan?

BICE Wealth Management, Inc.'s plan reported $278K in assets and 7 participants for 2024.

Original filing (PDF)20250923093710NAL0007795619001

BICE Wealth Management, Inc.

Name: BICE Wealth Management, Inc. — BICE Wealth, Form 5500 (2024)
Creator: BICE Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BICE Wealth Management Cash Balance Plan

Defined-benefit pension plan · BICE Wealth Management, Inc.'s BICE Wealth Management Cash Balance Plan held $278K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$278K

Net assets (EOY)

$278K

People on this filing

Matt BICE signed BICE Wealth Management, Inc.'s 2024 Form 5500 as plan administrator.

Matt BICE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BICE Wealth Management, Inc.'s EIN is 27-4454614.

EIN 27-4454614

Plan number 002

Plan year 2024

ACK ID 20250923093710NAL0007795619001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BICE Wealth Management, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

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

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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