How big is Beverly Hills Private Wealth LLC's plan?

Beverly Hills Private Wealth LLC's plan reported $452K in assets and 9 participants for 2024.

Original filing (PDF)20251014105300NAL0005506146001

Beverly Hills Private Wealth LLC

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

Form 5500-SF

FILING_RECEIVED

Beverly Hills Private Wealth LLC 401(k) Plan

401(k) retirement plan · Beverly Hills Private Wealth LLC's Beverly Hills Private Wealth LLC 401(k) Plan held $452K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$452K

Net assets (EOY)

$452K

Plan identifiers

Beverly Hills Private Wealth LLC's EIN is 88-2013867.

EIN 88-2013867

Plan number 001

Plan year 2024

ACK ID 20251014105300NAL0005506146001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beverly Hills Private Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beverly Hills Private Wealth LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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