How big is Bennett Wealth Management's plan?

Bennett Wealth Management's plan reported $186K in assets and 1 participants for 2025.

Original filing (PDF)20260227093119NAL0000137427001

Bennett Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Bennett Wealth Management 401(k) Plan

401(k) retirement plan · Bennett Wealth Management's Bennett Wealth Management 401(k) Plan held $186K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$186K

Net assets (EOY)

$186K

Plan identifiers

Bennett Wealth Management's EIN is 85-4005843.

EIN 85-4005843

Plan number 001

Plan year 2025

ACK ID 20260227093119NAL0000137427001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Bennett 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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

BENNETT WEALTH MANAGEMENT

EIN

all filings

Address

26 LAKE STREET · ST. ALBANS, VT · 05478

Phone

(802) 524-1880

Industry

Finance & Insurance

Plan administrator