How big is BGE Financial Consulting's plan?

BGE Financial Consulting's plan reported $20K in assets and 7 participants for 2024.

Original filing (PDF)20250717142250NAL0000719170001

BGE Financial Consulting

Name: BGE Financial Consulting — BGE Financial Consulting, Form 5500 (2024)
Creator: BGE Financial Consulting
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BGE Financial Consulting 401(k) Plan

401(k) retirement plan · BGE Financial Consulting's BGE Financial Consulting 401(k) Plan held $20K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

People on this filing

Marcus Bowie signed BGE Financial Consulting's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

BGE Financial Consulting's EIN is 86-2825719.

EIN 86-2825719

Plan number 001

Plan year 2024

ACK ID 20250717142250NAL0000719170001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BGE Financial Consulting'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 BGE FINANCIAL CONSULTING.

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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