How big is BNA Wealth, Inc.'s plan?

BNA Wealth, Inc.'s plan reported $715K in assets and 3 participants for 2024.

Original filing (PDF)20250723110928NAL0008429922001

BNA Wealth, Inc.

Name: BNA Wealth, Inc. — BNA Wealth, Inc. 401(k) Plan, Form 5500 (2024)
Creator: BNA Wealth, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BNA Wealth, Inc. 401(k) Plan

401(k) retirement plan · BNA Wealth, Inc.'s BNA Wealth, Inc. 401(k) Plan held $715K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$715K

Net assets (EOY)

$715K

Plan identifiers

BNA Wealth, Inc.'s EIN is 56-1902157.

EIN 56-1902157

Plan number 003

Plan year 2024

ACK ID 20250723110928NAL0008429922001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BNA Wealth, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BNA Wealth, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score