· 2022–2024 · DOL EFAST2

Bakhash Wealth Management, LLC — Bakhash Wealth, Form 5500 (2024)

Original filing (PDF)20250824152844NAL0007132337001

Bakhash Wealth Management, LLC

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

3

Accounts w/ balance

3

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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

74

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BAKHASH WEALTH MANAGEMENT, LLC

EIN

Address

300 TICE BLVD. · WOODCLIFF LAKE, NJ · 07677

Phone

(201) 505-1098

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Masuda Investments LLC

Masuda Investments LLC Pension Plan

$1.2M · 5 participants

Thrive Financial Services, LLC

Thrive Financial Savings Plan

$1.2M · 30 participants

Hutchinson Private Wealth, LLC

Hutchinson Private Wealth, LLC 401(k) Plan

$1.2M · 7 participants

Eaton Financial Advisors, Inc.

Eaton Financial Advisors, Inc. 401(k) Plan

$1.2M · 3 participants

Elizabeth Delgado, LLC DBA Every Season Wealth Partners

Every Season 401(k) Retirement Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.