Original filing (PDF)20250718103545NAL0000787379001

BYRNE & COMPANY WEALTH MANAGEMENT, LLC

Name: BYRNE & COMPANY WEALTH MANAGEMENT, LLC — BYRNE & COMPANY WEALTH MANAGEMENT, LLC 401(K) PSP, Form 5500 (2024)
Creator: BYRNE & COMPANY WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

BYRNE & COMPANY WEALTH MANAGEMENT, LLC 401(K) PSP

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$436K

Net assets (EOY)

$436K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BYRNE & COMPANY WEALTH MANAGEMENT, LLC

EIN

45-4364086all filings

Address

PO BOX 1036 · OLYMPIA, WA · 98507

Phone

(360) 338-0645

Industry

Finance & Insurancesee all

Plan administrator