How big is Bestgen Wealth Management, LLC's plan?

Bestgen Wealth Management, LLC's plan reported $5.3M in assets and 4 participants for 2025.

Original filing (PDF)20260421073408NAL0002287937001

Bestgen Wealth Management, LLC

Name: Bestgen Wealth Management, LLC — Bestgen Wealth, Form 5500 (2025)
Creator: Bestgen Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bestgen Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Bestgen Wealth Management, LLC's Bestgen Wealth Management, LLC 401(k) Profit Sharing Plan held $5.3M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan identifiers

Bestgen Wealth Management, LLC's EIN is 46-5234333.

EIN 46-5234333

Plan number 001

Plan year 2025

ACK ID 20260421073408NAL0002287937001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bestgen Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bestgen Wealth Management, LLC'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 BESTGEN WEALTH MANAGEMENT, 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