How big is Boulder Wealth Advisors, LLC's plan?

Boulder Wealth Advisors, LLC's plan reported $650K in assets and 3 participants for 2025.

Original filing (PDF)20260421113021NAL0005520386001

Boulder Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Boulder Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Boulder Wealth Advisors, LLC's Boulder Wealth Advisors, LLC 401(k) Plan held $650K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$650K

Net assets (EOY)

$650K

People on this filing

Heather Stewart signed Boulder Wealth Advisors, LLC's 2025 Form 5500 as plan administrator.

Heather Stewart — 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

Boulder Wealth Advisors, LLC's EIN is 84-1387012.

EIN 84-1387012

Plan number 001

Plan year 2025

ACK ID 20260421113021NAL0005520386001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Boulder Wealth Advisors, 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 BOULDER WEALTH ADVISORS, 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