How big is BAER Wealth Management's plan?

BAER Wealth Management's plan reported $908K in assets and 5 participants for 2024.

Original filing (PDF)20250527093453NAL0003903299001

BAER Wealth Management

Name: BAER Wealth Management — BWM 401(k) & Profit Sharing, Form 5500 (2024)
Creator: BAER Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BWM 401(k) & Profit Sharing Plan

401(k) retirement plan · BAER Wealth Management's BWM 401(k) & Profit Sharing Plan held $908K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$908K

Net assets (EOY)

$908K

People on this filing

Kenneth BAER signed BAER Wealth Management's 2024 Form 5500 as plan administrator.

Kenneth BAER — 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

BAER Wealth Management's EIN is 47-1232145.

EIN 47-1232145

Plan number 001

Plan year 2024

ACK ID 20250527093453NAL0003903299001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BAER Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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