Original filing (PDF)20240917085411NAL0004752768001

BWCM LLC

Name: BWCM LLC — BWCM LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: BWCM LLC

Form 5500-SF

FILING_RECEIVED

BWCM LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 10.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$759K

Net assets (EOY)

$759K

Plan health score

Above-average plan

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

Filed 10.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BWCM LLC

DBA

BAILEY FINANCIAL GROUP

EIN

47-4061430all filings

Address

6779 MAIN ST · WILLIAMSVILLE, NY · 142215907

Phone

(716) 572-1073

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-09-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Service providers (Schedule C)

Small plans don't disclose service providers

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