How big is Bennett Associates Wealth Management's plan?

Bennett Associates Wealth Management's plan reported $348K in assets and 3 participants for 2025.

Original filing (PDF)20260303085759NAL0005380642001

Bennett Associates Wealth Management

Name: Bennett Associates Wealth Management — Randall &, Form 5500 (2025)
Creator: Bennett Associates Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Randall & Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Bennett Associates Wealth Management's Randall & Associates 401(k) Profit Sharing Plan held $348K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$348K

Net assets (EOY)

$348K

Plan identifiers

Bennett Associates Wealth Management's EIN is 36-4821587.

EIN 36-4821587

Plan number 001

Plan year 2025

ACK ID 20260303085759NAL0005380642001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bennett Associates Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bennett Associates Wealth Management's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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