How big is Beirne Wealth Consulting Services, LLC's plan?

Beirne Wealth Consulting Services, LLC's plan reported $1.6M in assets and 9 participants for 2024.

Original filing (PDF)20250918080835NAL0000556835001

Beirne Wealth Consulting Services, LLC

Name: Beirne Wealth Consulting Services, LLC — Form 5500 Plan 002 (2024)
Creator: Beirne Wealth Consulting Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beirne Wealth Consulting Services, LLC Cash Balance Pension Plan

Defined-benefit pension plan · Beirne Wealth Consulting Services, LLC's Beirne Wealth Consulting Services, LLC Cash Balance Pension Plan held $1.6M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

John Beirne signed Beirne Wealth Consulting Services, LLC's 2024 Form 5500 as plan administrator.

John Beirne — 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

Beirne Wealth Consulting Services, LLC's EIN is 37-1707957.

EIN 37-1707957

Plan number 002

Plan year 2024

ACK ID 20250918080835NAL0000556835001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Beirne Wealth Consulting Services, LLC'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 BEIRNE WEALTH CONSULTING SERVICES, 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