How big is BSW Wealth Partners' plan?

BSW Wealth Partners' plan reported $12.5M in assets and 30 participants for 2024.

Original filing (PDF)20250703052053NAL0000270385003

BSW Wealth Partners

Name: BSW Wealth Partners — BSW 401(k) Retirement Plan, Form 5500 (2024)
Creator: BSW Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BSW 401(k) Retirement Plan

401(k) retirement plan · BSW Wealth Partners' BSW 401(k) Retirement Plan held $12.5M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

People on this filing

Laurie Allen signed BSW Wealth Partners' 2024 Form 5500 as plan administrator.

Laurie Allen — 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

BSW Wealth Partners' EIN is 84-1447359.

EIN 84-1447359

Plan number 001

Plan year 2024

ACK ID 20250703052053NAL0000270385003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BSW Wealth Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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

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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