How big is Big Timber Wealth Management's plan?

Big Timber Wealth Management's plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250724080713NAL0005648576001

Big Timber Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Big Timber Wealth Management 401(k) Plan

401(k) retirement plan · Big Timber Wealth Management's Big Timber Wealth Management 401(k) Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Big Timber Wealth Management's EIN is 45-2244988.

EIN 45-2244988

Plan number 001

Plan year 2024

ACK ID 20250724080713NAL0005648576001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Big Timber Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BIG TIMBER 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