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BSWS, LLC DBA BARTON SPECTOR WEALTH STRATEGIES — BSWS, LLC 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240620152653NAL0001694033001
BSWS, LLC DBA BARTON SPECTOR WEALTH STRATEGIES
Form 5500-SF
FILING_RECEIVED
BSWS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
4
Plan assets (EOY)
$297K
Net assets (EOY)
$297K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BSWS, LLC DBA BARTON SPECTOR WEALTH STRATEGIES
.
Find decision makers
Plan sponsor
Name
BSWS, LLC DBA BARTON SPECTOR WEALTH STRATEGIES
EIN
82-2320074
Address
6929 E. GREENWAY PKWY, STE. 180 · SCOTTSDALE, AZ · 85254
Phone
(480) 409-5922
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
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Trustee / custodian
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Trustee phone
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