How big is Bethesda Financial Advisors, LLC's plan?

Bethesda Financial Advisors, LLC's plan reported $34K in assets and 2 participants for 2024.

Original filing (PDF)20250717142225NAL0000457137001

Bethesda Financial Advisors, LLC

Name: Bethesda Financial Advisors, LLC — Bethesda Financia, Form 5500 (2024)
Creator: Bethesda Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bethesda Financial 401(k) Plan

401(k) retirement plan · Bethesda Financial Advisors, LLC's Bethesda Financial 401(k) Plan held $34K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

People on this filing

Marcus Bowie signed Bethesda Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Bethesda Financial Advisors, LLC's EIN is 46-4846684.

EIN 46-4846684

Plan number 001

Plan year 2024

ACK ID 20250717142225NAL0000457137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bethesda Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bethesda Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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