Original filing (PDF)20251028130445NAL0017454450001

BPC WEALTH MANAGEMENT, LLC

Name: BPC WEALTH MANAGEMENT, LLC — BPC WEALTH MANAGEMENT, LLC GCF BENEFIT PLAN, Form 5500 (2024)
Creator: BPC WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

BPC WEALTH MANAGEMENT, LLC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$41K

Net assets (EOY)

$13K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

BPC WEALTH MANAGEMENT, LLC

EIN

47-3246220

Address

3424 PEACHTREE ROAD · STE 1170 · ATLANTA, GA · 30326

Phone

(404) 900-9472

Industry

Educational Servicessee all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

H.E.R.E. 4 KIDS

HANNAH SCHOOL RETIREMENT PLAN

$41K · 10 participants

MK THERAPY SERVICES LLC

MK THERAPY SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

$41K · 19 participants

END OVERDOSE

END OVERDOSE 401(K) PLAN

$41K · 5 participants

LIVELI INC.

LIVELI INC. 401(K) PLAN

$41K · 28 participants

JOURNEYAGE

JOURNEYAGE 401(K) PLAN

$41K · 2 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.