How big is BVJ Wealth Management LLC's plan?

BVJ Wealth Management LLC's plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250623133210NAL0015573314001

BVJ Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

BVJ Wealth Management LLC 401(k) PSP & Trust

401(k) retirement plan · BVJ Wealth Management LLC's BVJ Wealth Management LLC 401(k) PSP & Trust held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Garrett Jackson signed BVJ Wealth Management LLC's 2024 Form 5500 as plan administrator.

Garrett Jackson — 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

BVJ Wealth Management LLC's EIN is 84-2091875.

EIN 84-2091875

Plan number 001

Plan year 2024

ACK ID 20250623133210NAL0015573314001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BVJ Wealth Management LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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