How big is Bond Wealth Managment's plan?

Bond Wealth Managment's plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20251007134907NAL0002516723001

Bond Wealth Managment

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

Form 5500-SF

FILING_RECEIVED

Bond Wealth Management 401(k) Plan

401(k) retirement plan · Bond Wealth Managment's Bond Wealth Management 401(k) Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Eric Bond signed Bond Wealth Managment's 2024 Form 5500 as plan administrator.

Eric Bond — 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

Bond Wealth Managment's EIN is 46-2652158.

EIN 46-2652158

Plan number 001

Plan year 2024

ACK ID 20251007134907NAL0002516723001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bond Wealth Managment's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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