How big is Bakhash Wealth Management, LLC's plan?

Bakhash Wealth Management, LLC's plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250824152844NAL0007132337001

Bakhash Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Bakhash Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Bakhash Wealth Management, LLC's Bakhash Wealth Management, LLC 401(k) Profit Sharing Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Ruben Bakhash signed Bakhash Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Ruben Bakhash — 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

Bakhash Wealth Management, LLC's EIN is 45-3157240.

EIN 45-3157240

Plan number 001

Plan year 2024

ACK ID 20250824152844NAL0007132337001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAKHASH WEALTH MANAGEMENT, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score