How big is Biestek Wealth Management LLC's plan?

Biestek Wealth Management LLC's plan reported $1.1M in assets and 3 participants for 2025.

Original filing (PDF)20260508120155NAL0004967616001

Biestek Wealth Management LLC

Name: Biestek Wealth Management LLC — Biestek Wealth, Form 5500 (2025)
Creator: Biestek Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Biestek Wealth Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Biestek Wealth Management LLC's Biestek Wealth Management LLC 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Edward Rojas signed Biestek Wealth Management LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Biestek Wealth Management LLC's EIN is 82-2674417.

EIN 82-2674417

Plan number 001

Plan year 2025

ACK ID 20260508120155NAL0004967616001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Biestek Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Biestek Wealth Management 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 BIESTEK WEALTH MANAGEMENT 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score