Original filing (PDF)20241107133951NAL0016931872001

Bespoke Financial

Name: Bespoke Financial — Form 5500 (2023)
Creator: Bespoke Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bespoke Financial

401(k) retirement plan · Bespoke Financial filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Craig Jalbert signed Bespoke Financial's 2023 Form 5500 as plan administrator.

Craig Jalbert — 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

Bespoke Financial's EIN is 37-1905230.

EIN 37-1905230

Plan number 001

Plan year 2023

ACK ID 20241107133951NAL0016931872001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Bespoke Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Bespoke Financial'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 BESPOKE FINANCIAL.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

BESPOKE FINANCIAL

EIN

all filings

Address

124 WASHINGTON ST · SUITE 101 · FOXBOROUGH, MA · 02035

Phone

(508) 543-1720

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-04-30

Filed

2024-11-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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