How big is Eagle Bluffs Wealth Management's plan?

Eagle Bluffs Wealth Management's plan reported $312K in assets and 5 participants for 2024.

Original filing (PDF)20250501090028NAL0002124115001

Eagle Bluffs Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Eagle Bluffs Wealth Management 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Eagle Bluffs Wealth Management's Eagle Bluffs Wealth Management 401(k) Profit Sharing Plan & Trust held $312K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$312K

Net assets (EOY)

$312K

People on this filing

Nicholas Thurwanger signed Eagle Bluffs Wealth Management's 2024 Form 5500 as plan administrator.

Nicholas Thurwanger — 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

Eagle Bluffs Wealth Management's EIN is 84-3486943.

EIN 84-3486943

Plan number 001

Plan year 2024

ACK ID 20250501090028NAL0002124115001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Eagle Bluffs 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 EAGLE BLUFFS WEALTH MANAGEMENT.

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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