How big is BUIE Wealth Management Group, Inc.'s plan?

BUIE Wealth Management Group, Inc.'s plan reported $1.6M in assets and 3 participants for 2025.

Original filing (PDF)20260326112427NAL0005517649001

BUIE Wealth Management Group, Inc.

Name: BUIE Wealth Management Group, Inc. — BUIE Wealth, Form 5500 (2025)
Creator: BUIE Wealth Management Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BUIE Wealth Management Group, Inc. 401(k)

401(k) retirement plan · BUIE Wealth Management Group, Inc.'s BUIE Wealth Management Group, Inc. 401(k) held $1.6M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

BUIE Wealth Management Group, Inc.'s EIN is 84-3943416.

EIN 84-3943416

Plan number 001

Plan year 2025

ACK ID 20260326112427NAL0005517649001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BUIE Wealth Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BUIE Wealth Management Group, Inc.'s plan includes profit-sharing, 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 BUIE WEALTH MANAGEMENT GROUP, INC..

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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