How big is Bardwell Benefits, LLC's plan?

Bardwell Benefits, LLC's plan reported $222K in assets and 4 participants for 2025.

Original filing (PDF)20260330061308NAL0008903281001

Bardwell Benefits, LLC

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

Form 5500-SF

FILING_RECEIVED

Bardwell Benefits, LLC 401(k) Plan

401(k) retirement plan · Bardwell Benefits, LLC's Bardwell Benefits, LLC 401(k) Plan held $222K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$222K

Net assets (EOY)

$222K

Plan identifiers

Bardwell Benefits, LLC's EIN is 82-4933989.

EIN 82-4933989

Plan number 001

Plan year 2025

ACK ID 20260330061308NAL0008903281001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bardwell Benefits, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bardwell Benefits, 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 BARDWELL BENEFITS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

BARDWELL BENEFITS, LLC

EIN

all filings

Address

1445 AVERY ROAD · CANTON, GA · 30115

Phone

(770) 330-5835

Industry

Finance & Insurance

Plan administrator