How big is BEHL Wealth Management's plan?

BEHL Wealth Management's plan reported $9K in assets and 3 participants for 2024.

Original filing (PDF)20250717142110NAL0000208787001

BEHL Wealth Management

Name: BEHL Wealth Management — BEHL Wealth Management, Form 5500 (2024)
Creator: BEHL Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BEHL Wealth Management 401(k) Plan

401(k) retirement plan · BEHL Wealth Management's BEHL Wealth Management 401(k) Plan held $9K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

People on this filing

Marcus Bowie signed BEHL Wealth Management's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

BEHL Wealth Management's EIN is 83-3000269.

EIN 83-3000269

Plan number 001

Plan year 2024

ACK ID 20250717142110NAL0000208787001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BEHL Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, 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 BEHL WEALTH MANAGEMENT.

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Plan health score

Above-average plan

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