How big is BVWD CPAS' plan?

BVWD CPAS' plan reported $1.8M in assets and 59 participants for 2024.

Original filing (PDF)20250724205622NAL0015069234001

BVWD CPAS

Name: BVWD CPAS — BVWD CPAS Retirement Trust, Form 5500 (2024)
Creator: BVWD CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BVWD CPAS Retirement Trust

401(k) retirement plan · BVWD CPAS' BVWD CPAS Retirement Trust held $1.8M in plan assets for 59 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Nick Wells signed BVWD CPAS' 2024 Form 5500 as plan administrator.

Nick Wells — 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

BVWD CPAS' EIN is 85-3678722.

EIN 85-3678722

Plan number 001

Plan year 2024

ACK ID 20250724205622NAL0015069234001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BVWD CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BVWD CPAS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BVWD CPAS

EIN

all filings

Address

8117 PRESTON ROAD · 460 · DALLAS, TX · 75225

Phone

(903) 624-9078

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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