How big is Bleakley Financial Group, LLC's plan?

Bleakley Financial Group, LLC's plan reported $22.4M in assets and 143 participants for 2025.

Original filing (PDF)20260403073418NAL0003241841001

Bleakley Financial Group, LLC

Name: Bleakley Financial Group, LLC — Onepoint BFG Wealth, Form 5500 (2025)
Creator: Bleakley Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Onepoint BFG Wealth Partners 401(k) Plan

401(k) retirement plan · Bleakley Financial Group, LLC's Onepoint BFG Wealth Partners 401(k) Plan held $22.4M in plan assets for 143 participants in 2025.

Signals · 1

No auditor on file

Active participants

143

Accounts w/ balance

164

Plan assets (EOY)

$22.4M

Net assets (EOY)

$22.4M

People on this filing

Vince Nauheimer signed Bleakley Financial Group, LLC's 2025 Form 5500 as plan administrator.

Vince Nauheimer — 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

Bleakley Financial Group, LLC's EIN is 47-2523848.

EIN 47-2523848

Plan number 001

Plan year 2025

ACK ID 20260403073418NAL0003241841001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bleakley Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bleakley Financial Group, LLC'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 BLEAKLEY FINANCIAL GROUP, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off