How big is BWG Strategy LLC's plan?

BWG Strategy LLC's plan reported $23.1M in assets and 72 participants for 2024.

Original filing (PDF)20250924130345NAL0006782961001

BWG Strategy LLC

Name: BWG Strategy LLC — BWG Strategy 401(k) Plan, Form 5500 (2024)
Creator: BWG Strategy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BWG Strategy 401(k) Plan

401(k) retirement plan · BWG Strategy LLC's BWG Strategy 401(k) Plan held $23.1M in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

103

Plan assets (EOY)

$23.1M

Net assets (EOY)

$23.1M

People on this filing

Thomas Hickey signed BWG Strategy LLC's 2024 Form 5500 as plan administrator.

Thomas Hickey — 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

BWG Strategy LLC's EIN is 46-2981415.

EIN 46-2981415

Plan number 001

Plan year 2024

ACK ID 20250924130345NAL0006782961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BWG Strategy LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BWG Strategy LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BWG STRATEGY 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