How big is Bend Wealth Advisors, LLC's plan?

Bend Wealth Advisors, LLC's plan reported $943K in assets and 6 participants for 2024.

Original filing (PDF)20250616133325NAL0000520643001

Bend Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Bend Wealth Advisors, LLC 401(k) PSP

401(k) retirement plan · Bend Wealth Advisors, LLC's Bend Wealth Advisors, LLC 401(k) PSP held $943K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$943K

Net assets (EOY)

$943K

Plan identifiers

Bend Wealth Advisors, LLC's EIN is 85-3490997.

EIN 85-3490997

Plan number 001

Plan year 2024

ACK ID 20250616133325NAL0000520643001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bend Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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