How big is BPP Wealth Solutions, LLC's plan?

BPP Wealth Solutions, LLC's plan reported $524K in assets and 5 participants for 2024.

Original filing (PDF)20250918171213NAL0001655505001

BPP Wealth Solutions, LLC

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

Form 5500-SF

FILING_RECEIVED

BPP Wealth Solutions 401(k) Plan

401(k) retirement plan · BPP Wealth Solutions, LLC's BPP Wealth Solutions 401(k) Plan held $524K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$524K

Net assets (EOY)

$524K

People on this filing

Debra Schatzki signed BPP Wealth Solutions, LLC's 2024 Form 5500 as plan administrator.

Debra Schatzki — 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

BPP Wealth Solutions, LLC's EIN is 46-2130624.

EIN 46-2130624

Plan number 001

Plan year 2024

ACK ID 20250918171213NAL0001655505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BPP Wealth Solutions, LLC'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 BPP WEALTH SOLUTIONS, 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