How big is Bespoke Capital Consulting's plan?

Bespoke Capital Consulting's plan reported $316K in assets and 2 participants for 2025.

Original filing (PDF)20260513122938NAL0009516992001

Bespoke Capital Consulting

Name: Bespoke Capital Consulting — Bespoke 401(k) Plan, Form 5500 (2025)
Creator: Bespoke Capital Consulting
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bespoke 401(k) Plan

401(k) retirement plan · Bespoke Capital Consulting's Bespoke 401(k) Plan held $316K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$316K

Net assets (EOY)

$316K

People on this filing

Crystal Utley signed Bespoke Capital Consulting's 2025 Form 5500 as plan administrator.

Crystal Utley — 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

Bespoke Capital Consulting's EIN is 88-2776378.

EIN 88-2776378

Plan number 001

Plan year 2025

ACK ID 20260513122938NAL0009516992001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bespoke Capital Consulting from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BESPOKE CAPITAL 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

BESPOKE CAPITAL CONSULTING

EIN

all filings

Address

9805 SANDY ROCK PL. · #614 · CHARLOTTE, NC · 28277

Phone

(919) 673-5601

Industry

Management of Companies / Holdings

Plan administrator