How big is Boyd Wealth Management, LLC's plan?

Boyd Wealth Management, LLC's plan reported $1.7M in assets and 6 participants for 2025.

Original filing (PDF)20260406153212NAL0006407953001

Boyd Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Boyd Wealth Management, LLC held $1.7M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Brian Boyd signed Boyd Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Brian Boyd — 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

Boyd Wealth Management, LLC's EIN is 82-5333151.

EIN 82-5333151

Plan number 001

Plan year 2025

ACK ID 20260406153212NAL0006407953001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Boyd Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BOYD WEALTH MANAGEMENT, LLC

EIN

all filings

Address

1545 RIVER PARK DRIVE · SUITE 202 · SACRAMENTO, CA · 95815

Phone

(916) 367-0543

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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