How big is Bear Wealth Management's plan?

Bear Wealth Management's plan reported $1K in assets and 3 participants for 2023.

Original filing (PDF)20250429094048NAL0000334353001

Bear Wealth Management

Name: Bear Wealth Management — Bear Wealth Management GCF, Form 5500 (2023)
Creator: Bear Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bear Wealth Management GCF Benefit Plan

Health & welfare plan · Bear Wealth Management's Bear Wealth Management GCF Benefit Plan held $1K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$338

People on this filing

Morgan Law signed Bear Wealth Management's 2023 Form 5500 as plan administrator.

Morgan Law — 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

Bear Wealth Management's EIN is 47-1232145.

EIN 47-1232145

Plan number 501

Plan year 2023

ACK ID 20250429094048NAL0000334353001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Bear Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Bear Wealth Management's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score