BESTGEN WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score
92
/ 100
Grade A
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
71
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BESTGEN WEALTH MANAGEMENT, LLC.
Plan sponsor
Name
BESTGEN WEALTH MANAGEMENT, LLC
EIN
46-5234333
Address
35 BRAINTREE HILL OFFICE PARK · SUITE 102 · BRAINTREE, MA · 02184
Phone
(617) 356-8300
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
