Original filing (PDF)20250715133918NAL0001663379001

Bleakley Financial Group, LLC

Name: Bleakley Financial Group, LLC — Bleakley Financial, Form 5500 (2024)
Creator: Bleakley Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bleakley Financial Group Highly Compensated NON-Owner Employee 401(k) Profit Sharing Plan

401(k) retirement plan · Bleakley Financial Group, LLC's Bleakley Financial Group Highly Compensated NON-Owner Employee 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Vince Nauheimer signed Bleakley Financial Group, LLC's 2024 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 002

Plan year 2024

ACK ID 20250715133918NAL0001663379001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bleakley Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score