How big is BSHM Financial Services LLC's plan?

BSHM Financial Services LLC's plan reported $306K in assets and 3 participants for 2024.

Original filing (PDF)20250915152831NAL0001277361001

BSHM Financial Services LLC

Name: BSHM Financial Services LLC — BSHM Financial, Form 5500 (2024)
Creator: BSHM Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BSHM Financial Services LLC 401(k) Plan

401(k) retirement plan · BSHM Financial Services LLC's BSHM Financial Services LLC 401(k) Plan held $306K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$306K

Net assets (EOY)

$306K

People on this filing

Suresh KAKU signed BSHM Financial Services LLC's 2024 Form 5500 as plan administrator.

Suresh KAKU — 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

BSHM Financial Services LLC's EIN is 84-3102969.

EIN 84-3102969

Plan number 001

Plan year 2024

ACK ID 20250915152831NAL0001277361001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BSHM Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BSHM Financial Services 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 BSHM FINANCIAL SERVICES 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